Which Financial Advisor Should You Choose in Fort Wayne, IN?

Review 6 local financial advisors in Fort Wayne, IN and check what each professional offers. Read client feedback, compare professional information and shortlist advisors who cover the investment, retirement or broader financial planning needs you have.
5 reviews
Howard Bailey
24 Years
5 reviews
Howard Bailey provides personalized retirement planning and coaching services designed to help clients achieve financial independence through purpose-driven strategies. Our Retire With Purpose framework combines investment management, tax optimization, and estate planning with non-financial life planning. Recognized nationally for our transparent fiduciary approach and client education initiatives.
Retirement Planning Medicare Planning Retirement Coaching
Most attentive group Very informative advisors Smooth and painless transition
Life Financial is a Fort Wayne-based financial advisory firm offering personalized retirement planning, wealth management, and tax strategies. With over 25 years of experience since 1999, we help clients preserve capital, achieve financial freedom, and create sustainable income plans tailored to their unique goals.
Retirement Planning Income Planning Wealth Management
Personalized strategies Deep expertise Clear communication
Foster Financial Services offers comprehensive retirement and investment planning solutions in Fort Wayne, IN. As fiduciaries, we provide customized financial strategies including 401(k) management, tax-efficient planning, and estate preservation. Our holistic approach combines investment expertise with personalized education to help clients achieve long-term financial security.
Retirement Planning Investment Management Tax Strategies
Mountain PEAK Wealth Advisors provides personalized, fee-only financial planning services rooted in faith and values. The firm specializes in retirement planning, estate strategies, tax optimization, and multigenerational wealth education. Their mission is to help clients align financial decisions with their values, ensuring lasting impact and legacy.
Financial Planning Second-Opinion Advice Retirement Planning
Not rated yet
JCI Financial
40 Years
Not rated yet
JCI Financial provides expert retirement planning and financial advisory services in Fort Wayne, IN. Specializing in safe money strategies since 1986, we help clients protect assets through fixed annuities, life insurance, and Medicare planning. Our client-centric approach combines personalized consultation with comprehensive educational resources.
Retirement Planning Fixed Annuities Life Insurance
Foxworthy Wealth Advisors provides customized financial planning services for high-net-worth individuals and professionals. Using their proprietary MAP FORMULA process, they create comprehensive wealth management strategies that evolve with clients' changing needs. Their services include investment planning, risk management, tax optimization, and legacy building through collaborative partnerships with legal and accounting professionals.
Financial Planning Investment Management Risk Assessment
Hicksville (24.5 mi)