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Bassett Financial Advisors

Bassett Financial Advisors

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Bassett Financial Advisors is a Fort Wayne, Indiana–based, fee-only registered investment advisory firm that provides comprehensive financial planning and tailored portfolio management services; Bassett Financial Advisors, led by CEO and founder Marty Bassett, CFP®, follows an "Organize, Analyze, an...Read More

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Collier Financial

Collier Financial

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Collier Financial is a family-owned, independent financial advisory firm based in Fort Wayne, Indiana (with an Ann Arbor, Michigan office) that has provided fiduciary, client-centered financial planning and investment advice since 1990; Collier Financial offers retirement planning, investment manage...Read More

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Financial Planning Services

Financial Planning Services

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Financial Planning Services (To Build Wealth) is a Fort Wayne, Indiana–based financial planning firm that provides personalized retirement and wealth-planning advice, educational events, and ongoing portfolio and tax-aware guidance; the company focuses on face-to-face client relationships, creates c...Read More

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Foxworthy Wealth Advisors

Foxworthy Wealth Advisors

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Foxworthy Wealth Advisors is a Fort Wayne, Indiana–based independent wealth management and financial planning firm that develops customized, long-term strategies using its proprietary MAP FORMULA; the company delivers panoramic financial planning, portfolio management, retirement and income planning...Read More

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Galecki Financial Management - Fort Wayne Fee-Only Financial Planner

Galecki Financial Management - Fort Wayne Fee-Only Financial Planner

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Galecki Financial Management is a Fort Wayne, Indiana–based fee-only financial planning firm that provides personalized, fiduciary wealth-management and retirement planning services to individuals and families locally and around the country; Galecki Financial Management acts as a fiduciary at all ti...Read More

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Leman Financial Advisors

Leman Financial Advisors

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Momentum Wealth is a Fort Wayne, Indiana–based financial advisory firm (site hosted at lemanfinancial.com) that focuses on retirement planning, portfolio management, employer retirement-plan services, and wealth-accumulation strategies; Momentum Wealth pairs clients with an experienced advisory team...Read More

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Summit Financial Group

Summit Financial Group

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Summit Financial Group is a Northwestern Mutual Wealth Management Company headquartered in Fort Wayne, Indiana, with additional offices in Angola, Marion, Greenwood, Mishawaka, Wabash and Oak Brook, Illinois; Summit Financial Group provides comprehensive financial planning, portfolio and retirement-...Read More

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SYM Financial Advisors

SYM Financial Advisors

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SYM Financial (SYM Financial Advisors) is an independent, commission-free fiduciary Registered Investment Advisor founded in 1968 that provides comprehensive financial planning, investment management, employer-sponsored retirement plan services, and private-investment solutions; SYM Financial serves...Read More

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Unified Wealth & Retirement Planning

Unified Wealth & Retirement Planning

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Unified Wealth (Unified Wealth & Retirement Planning) is a Fort Wayne, Indiana–based retirement and financial planning firm that takes a holistic, tax-aware approach to help clients plan for retirement by combining retirement planning, portfolio management, educational events, downloadable guides, a...Read More

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Wealth Advisors Group

Wealth Advisors Group

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Wealth Advisors Group is an independent, fee-based fiduciary financial advisory firm that provides personalized financial planning, investment management, employer-sponsored retirement-plan services, and private-investment solutions. The company holds every financial planner to a fiduciary standard—...Read More

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