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Joshua Salway

Advisor at Full of Grace Financial — Roanoke, IN

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

7 years

Location

Roanoke, IN

Full of Grace Financial logo

Full of Grace Financial

Supported

Total advisors

2

Clients per advisor

32 Low

Avg AUM per client

$368,667 Low

HNW client ratio

17% Low

About

Joshua Salway is a financial advisor at Full of Grace Financial with seven years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining Full of Grace Financial, Salway held roles at Northwestern Mutual Wealth Management Company, Vestia Personal Wealth Advisors, and several other firms. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm combines passive and active strategies, offers discretionary portfolio management, and incorporates third-party models, including the Betterment for Advisors platform.

Client services

Based on Full of Grace Financial

Financial planning Portfolio management Pension consulting

Expertise

Based on Full of Grace Financial

ESG / Sustainable investing Business sale tax planning Cash flow / budgeting

Occupation focus

Based on Full of Grace Financial

Founder/Business Owner

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Fee options

Percentage

$0 - $250,000: 1.10% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.80%

Other

Fee-only: Financial planning fixed fees ranging from $50 to $500 monthly, including an initial fee up to $500.

Location

Roanoke, IN

Roanoke IN

Advisors at this office

2

Most active in

Indiana · Texas

Work history

7 years of industry experience

Full of Grace Financial, LLC

2024 - Present • 2 years

Roanoke, IN

Northwestern Mutual Wealth Management Company

2022 - 2023 • 1 year

Milwaukee, WI

Jonathan Lehman

2021 - 2023 • 2 years

Fort Wayne, IN

Rob Hayworth

2021 - 2023 • 2 years

Fort Wayne, IN

Northwestern Mutual Investment Services LLC

2021 - 2023 • 2 years

Fort Wayne, IN

Kevin Bontrager

2021 - 2023 • 2 years

Angola, IN

Randall Lehman

2021 - 2023 • 2 years

Fort Wayne, IN

Vestia Personal Wealth Advisors

2019 - 2021 • 2 years

Fort Wayne, IN

Homestead High School

2015 - 2020 • 5 years

Fort Wayne, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan F

CFP®, Series 63

Fort Wayne, IN

DentVest LLC

Ryan Fisher is a financial advisor with DentVest LLC in Fort Wayne, IN. He holds the CFP® designation and Series 63 license, with eight years of industry experience. Prior to founding DentVest, he worked at White Coat Wealth Management and Old National Wealth Management. Fisher also serves as a part-time CFO for a dental practice. DentVest is a small, state-registered independent advisory firm serving individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs a primarily passive, model-driven investment approach using third-party models and technology platforms, complemented by comprehensive financial planning services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner
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Antony S

CFP®, Series 63, Series 65

Fort Wayne, IN

Krouse Stureman & Associates, Inc.

Antony Stureman is a CFP® with 28 years of industry experience, currently serving as the sole advisor at Krouse Stureman & Associates, Inc. He has previously worked at FSC Securities Corp and has long-standing ownership roles at Krouse Kern Wealth Management, Inc. and KK Risk Management, LLC, an insurance agency where he is a licensed life, health, and LTC agent. Krouse Stureman & Associates offers personalized financial planning and investment advisory services to individuals, high-net-worth families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a Modern Portfolio Theory-based approach focusing on asset allocation, diversification, and using passively managed institutional-class mutual funds, managing portfolios primarily on a discretionary basis through independent custodians.

General retirement planning Tax strategies for small businesses College savings (529s, UTMA, etc.) General tax planning
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Steven G

CFP®, Series 66

Fort Wayne, IN

Gilbert Wealth

Steven Gilbert is a CFP® and holds a Series 66 license with 11 years of industry experience. He is the sole advisor at Gilbert Wealth, an independent firm he has led since 2021. Prior to founding Gilbert Wealth, he worked at CX Institutional, CPM Group, and Ameriprise Financial Services, Inc. Gilbert Wealth offers comprehensive financial planning and investment management primarily for individual and high-net-worth clients. The firm’s investment strategy focuses on passive management using index funds, ETFs, and third-party managers, with options for direct indexing and tax-loss harvesting integrated into ongoing financial planning.

College savings (529s, UTMA, etc.) Cash flow / budgeting Founder/Business Owner Executive
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Martin B

CFP®, Series 63, Series 65

Fort Wayne, IN

Bassett Financial Advisors

Martin Bassett is a CFP®-certified financial advisor with 20 years of industry experience. He has led Bassett and Associates Retirement Planning Services, Inc. since 2014 and currently operates Bassett Financial Advisors in Fort Wayne, IN. Bassett Financial Advisors provides discretionary asset management and financial planning to individuals, trusts, and estates. The firm employs a tactical asset allocation strategy primarily using exchange-traded products, managing portfolios on a discretionary basis through third-party model marketplaces and custodial platforms, with financial planning as a key input to investment decisions.

General retirement planning
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John N

Series 63, Series 65

Fort Wayne, IN

Buffalo Capital Advisors LLC

John Nuechterlein is an investment advisor at Buffalo Capital Advisors LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Howard Bailey Securities and Mass Mutual Investors Services. Outside of advising, he is an independent licensed insurance agent. Buffalo Capital Advisors offers portfolio management and financial planning services to individuals and high-net-worth clients, using a multi-method investment approach tailored to client goals and risk tolerances. The firm provides both discretionary and non-discretionary account management and accepts hourly financial planning fees.

College savings (529s, UTMA, etc.) Life insurance needs analysis Annuities
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Bond Munroe B

Series 66

Fort Wayne, IN

Bond Bell & Co.

Bond Munroe Bell is the sole advisor at Bond Bell & Co., an independent firm based in Fort Wayne, IN. He holds the Series 66 designation and has 21 years of industry experience, including prior roles at Cetera, VOYA Financial Advisors, and Scott & Stringfellow. Bell is also the owner of Bell Asset Management LLC, a financial services entity related to commissions for insurance and securities sales. Bond Bell & Co. provides portfolio management services to individuals, high-net-worth clients, and corporate entities, as well as financial planning and family-office consulting tied to advisory relationships. The firm utilizes a range of analytical and trading strategies, accepting discretionary authority to implement investment plans tailored to clients’ goals and risk tolerance.

Options & derivatives strategies Active portfolio management Real estate investing General estate planning guidance
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