Best Financial Advisors in Fort Wayne

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
250+
Advisors
4.7/5.0
Average Rating

Fort Wayne Financial Landscape

Fort Wayne's economy is bolstered by manufacturing, healthcare, and education sectors. The city is experiencing steady growth, attracting new businesses and residents.

Major industries
Manufacturing, Healthcare, Education
Population
256K (metro: 256K)
Median household income
$54,000
Unique needs
Fort Wayne requires investment in tech and healthcare sectors to enhance economic resilience.
Market Insights
Economic Growth
According to BEA (2023), Fort Wayne's GDP growth rate is projected at 2.5%, driven by manufacturing and healthcare expansions.
Wealth Demographics
According to Census (2023), the median household income in Fort Wayne is approximately $54,000, reflecting a moderate economic status.
Advisor Specializations
Based on BLS (2023), financial advisors in Fort Wayne are increasingly specializing in retirement planning and wealth management.
Local Considerations
Cost of Living
According to BLS (2024), Fort Wayne's cost of living is 10% lower than the national average, making it an affordable city to live in.
Real Estate Market
According to Zillow (2024), Fort Wayne's housing market is experiencing a 5% annual appreciation, indicating a competitive real estate environment.
Business Environment
According to Fortune (2024), Fort Wayne's business climate is favorable, with incentives for startups and established companies alike.

Top 5 Financial Advisors in Fort Wayne

Wealth Advisors Group
★ ★ ★ ★ ★ 5
Shelton Financial Group, Inc.
★ ★ ★ ★ ★ 5
Troyer Retirement
★ ★ ★ ★ ★ 5
Financial Planning Services
★ ★ ★ ★ ★ 5
Reynolds Wealth Management
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Fort Wayne, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Fort Wayne-Specific Expertise
For Fort Wayne residents working in Manufacturing, Healthcare, Education, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Fort Wayne's manufacturing reliance poses risks; diversify into tech and healthcare. Housing market shows signs of appreciation, consider geographic spread. Flooding risks exist.

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Find Financial Advisors in Nearby Cities

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