Top financial advisors in Fort Wayne, IN
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Fort Wayne, IN, when you're navigating complex financial decisions like retirement planning or investment management. A common mistake is working with an advisor who overlooks how local tax rules and living costs affect your overall financial picture.
- Local tax insight. Confirm how they incorporate Indiana's flat state income tax into your planning.
- Cost of living awareness. Ask how they adjust strategies to fit Fort Wayne's generally lower expenses.
- Experience depth. Look for advisors who balance years of practice with knowledge of regional financial nuances.
- Firm size impact. Understand how working with advisors from large firms versus independent ones might influence your service and fees.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Aimee D
Series 63, Series 65
Fort Wayne, IN
UBS Financial Services
Aimee Davis offers extensive expertise in retirement planning and equity compensation tax strategy, well-suited for clients in Fort Wayne navigating local tax and cost-of-living factors. With 42 years of experience at UBS Financial Services, a large firm known for institutional trading and model-based asset allocations, she serves high-net-worth individuals including executives and business owners, providing tailored wealth management solutions.
Experience: 42 years
Avg account: $693,691
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Kevin N
Series 63, Series 65
Fort Wayne, IN
LPL Financial
Kevin Noll offers expertise in wealth management and retirement plans for business owners, with a focus on tax-loss harvesting and college savings strategies, making him well-suited for clients in Fort Wayne, IN. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, benefiting from extensive resources and a broad client base since 2012.
Experience: 27 years
Avg account: $399,489
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Michael M
Series 63, Series 65
Fort Wayne, IN
San Blas Advisory, Inc.
Michael Mohlman offers 27 years of experience in Fort Wayne, specializing in retirement planning, college savings, and wealth management, which suits local financial needs including Indiana's tax environment. Operating independently at SB Advisory, LLC, he provides flexible fee options including a negotiable hourly rate and manages assets with a blend of technical and fundamental analysis, distinguishing him from advisors tied to larger firms.
Experience: 27 years
Avg account: $329,590
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Thomas B
Series 65
Fort Wayne, IN
TradeWell Tax & Financial
Thomas Badders offers financial planning in Fort Wayne with a focus on retirement, college savings, and budgeting, supported by his Series 65 designation and three years of industry experience. His independent, flat-fee approach at TradeWell Tax & Financial, combined with the firm's use of fundamental and technical analysis for tailored portfolios, distinguishes him from advisors tied to larger firms or different fee structures.
Experience: 3 years
Avg account: $643,007
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David M
Series 66
Fort Wayne, IN
Cetera
David Mahlan offers expertise in wealth management and retirement plans tailored for business owners, supported by 21 years of experience and a Series 66 designation in Fort Wayne, IN. Affiliated with Cetera, a large firm providing diverse client services and flexible fee structures including flat fees, he stands out by combining seasoned knowledge with local insight and a client-negotiated approach to financial planning.
Experience: 21 years
Avg account: $306,089
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