Explore Financial Advisors Serving Fort Wayne, IN

Review the services and client experiences of 7 financial advisors serving Fort Wayne, IN. Whether you need retirement planning, investment guidance or broader financial advice, identify relevant professionals and ask about consultations and fees.
Mountain PEAK Wealth Advisors offers personalized, fee-only financial planning services grounded in faith and values. We specialize in retirement planning, estate preservation, and wealth stewardship for individuals, families, and business owners. Our fiduciary approach ensures objective advice aligned with clients' long-term goals and ethical principles.
Financial Planning Second Opinion Wealth Stewardship Program
Howard Bailey provides tailored retirement planning services, focusing on risk reduction, income optimization, and tax-efficient strategies. Our team combines financial expertise with personalized guidance to align retirement goals with individual values. Through quarterly reviews, educational resources, and a holistic planning approach, we help clients navigate complex financial decisions with clarity and confidence.
Retirement Planning Estate Planning Tax Mitigation Strategies
Extremely knowledgeable Professional and genuine interest Quarterly meetings with recommendations
Reynolds Wealth Management provides comprehensive financial planning and investment management services tailored to diverse client needs. Specializing in generational wealth transfer, business owner advisory, and retirement planning, we serve individuals and institutions across Indiana and beyond. Our client-centric approach combines personalized advisory services with educational resources to help clients achieve long-term financial objectives.
Generational Wealth Planning Multigenerational Planning Business Owner Advisory
Retirement Plan Concepts & Services provides specialized retirement plan administration, consulting, and recordkeeping services for businesses nationwide. Our independent, fee-for-service model ensures unbiased guidance while maintaining strategic partnerships with financial professionals. With over two decades of experience, we help plan sponsors navigate compliance requirements and optimize retirement plan outcomes.
Retirement Plan Design Annual Administration IRS/DOL Corrections
Outstanding service Knowledgeable team Prompt responses
Not rated yet
JCI Financial
40 Years
Not rated yet
JCI Financial provides expert retirement planning, Social Security optimization, and wealth transfer solutions for Indiana residents. Since 1986, we've specialized in creating personalized financial strategies using fixed annuities, life insurance, and Medicare planning tools. Our client-focused approach combines decades of industry experience with accessible, transparent advisory services.
Retirement Planning Social Security Optimization Wealth Transfer
Runestad Financial Services specializes in retirement planning and wealth management, offering personalized financial strategies to help clients achieve long-term security. Our team provides unbiased investment advisory services and insurance solutions tailored to individual goals. With a focus on education and client empowerment, we deliver customized plans designed to navigate market uncertainties and support confident retirement living.
Retirement Planning Wealth Management Investment Advisory
Momentum Wealth provides personalized retirement planning and financial advisory services. We help clients navigate complex financial decisions through comprehensive planning and fiduciary investment management. Our team specializes in creating customized strategies for individuals and employers seeking confident retirement solutions.
Retirement Planning Financial Planning Investment Management