Financial Advisors in Marion, Indiana (Grant County)

401K/IRA/403B
Accumulation,Rollover, and Income Distribution Planning, Small Business Retirement Plans, Long Term Care Benefits, Tax Reduction Strategies, and Estate Planning
Retirement Plans that work whille you play.

Ian Boyce, BA, CFP
Founded in November of 2002, Dave Dickmeyer introduced his value oriented investment strategy to clients who were looking for an alternative to commission based relationships. Ian Boyce, a Certified Financial Planner™ practitioner, joined the firm as a full partner in February of 2004. Ian established our Comprehensive Financial Planning Services. Jeff Presley merged his Fee-Only practice with DBFM May 1, 2012. Jeff brings over 20 years of financial planning and wealth management experience. Jeff is a partner and also serves as the Chief Compliance Officer. Collectively, we have over 50 years of financial planning and wealth management experience.
We have no desire to be the biggest firm in town. Instead, we focus on providing our clients with excellent service and peace of mind. Our clients become like family, not just another portfolio that will get passed along to the next advisor. Clients receive regular communication and face to face meetings so that we may LISTEN and plan. Through close association with our clients, we come to know each other warmly - celebrating and mourning life's key moments.


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Financial planning in Fort Wayne, IN 46825.

Kevin Chandler, CFP


The balance of your financial life is greater than the sum of your gains and losses.
Time has taught us all a cruel lesson in balance: losses hurt more than gains help. Now is the time to find a financial partner who can create balance for your future through sound financial planning.

Galecki Financial Management, Inc. is the ideal choice for that partnership.

We are a Fee-Only Financial Planning and Investment Advisory firm. We do not accept commissions. We do not sell financial products. These facts ensure objective recommendations since our compensation is not based upon your decision to purchase financial products.

We specialize in serving the Medical Community. Greg Galecki has been named by Medical Economics as One of The Top 150 Advisors for Physicians.

We have 4 Professional staff members (all CFPs) and 5 support staff to serve less than 250 clients! Your quarterly meetings are well organized and designed to keep you informed and on track with your desired future.

All We Sell Is Time And Knowledge!&n... See More

Damian Dunn, CFP

Mychal Eagleson, CFP
An Exceptional Life Financial is committed to financial planning for teachers and families with special needs throughout every stage of their lives. Your finances are unique and we're focused on addressing the issues that matter so you can make the most of your money and live an exceptional life. We assist all of our clients with a variety of planning topics, including: Saving & Spending Credit & Debt Insurance & Benefits Privacy & Identity Theft Protection Investments Retirement Planning Social Security & Medicare College Planning Contingency Planning
For families with special needs, we integrate additional, specialized planning to ensure the care and consideration needed for their loved ones is provided now and in the future. Life & Legacy Planning Special Needs Trusts 529 ABLE Accounts Supplemental Security Income & Medicaid Social Security Disability & Settlement Planning Advanced Estate Design & Planning... See More

Jessica Bokhart, CFP
Your money is important.
It's the result of your blood, sweat, and tears. And it's your foundation for tomorrow. To protect and preserve your assets, you need a personalized plan based on you. Your lifestyle. Your needs. Your goals for the future.
At Market Street, our dedicated and experienced team works with you to deliver simple solutions to even your most complex financial challenges. We roll up our sleeves, break down the numbers, and offer clear, simple recommendations to help build and strengthen your financial future. It's that simple.... See More

Ryan Veldhuizen, CFP, MSFP
Capstone was founded in 2002 with the belief that clients are best served when the advisor is not driven by sales quotas or commissions. Our growth and the success of our clients in achieving their life goals has validated this conviction. Our experienced team of Wealth Advisors each hold the Certified Financial Planner™ (CFP®) designation as well as advanced degrees in Financial Planning and Wealth Management and the Certified Public Accountant (CPA) designation. We are proud members of the Financial Planning Association (FPA), the American Institute of CPAs (AICPA), and the Indiana CPA Society (INCPAS). And while credentials and professional affiliations don't tell the whole story, they do give us valuable training, insights, and support of national networks to tackle financial challenges and leverage opportunities with a focus on long-term investment and financial planning as well as tax planning and mitigation.
It's why our clients stay with us year after year, and generation after generation. And it's why we may very well be the last advisor you ever hire.... See More

Susan Elser, BA, CFP
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Elser Financial Planning, Inc. provides customized comprehensive financial planning and investment management. Typical fees for a comprehensive financial plan including 3 meetings will typically range from $3,500 - $7,000 depending on the level of complexity. For clients who wish to retain Elser Financial Planning, Inc. on an ongoing basis for professional investment management, the annual fee is .65% on the 1st $1 million of assets, .55% on the 2nd $1 million, and .45% on the 3rd $1 million.... See More

Ryan Thomas, CFP, CPA
Column Capital is a fee-only wealth management firm that provides financial and tax advice to high net worth individuals and families. Fewer Conflicts of Interest • Independent, Objective and Fee-only. • Do not sell products or receive referral fees or commissions. Credentialed Professionals • Our group of advisors has years of formal education, decades of experience and maintain multiple professional credentials (CFP®, CPA, JD, CFA, & CIMA) • Maintain less than 50 client relationships per advisor. Approach • Offer an approach that integrates Investment Management, Financial Planning and Income Tax Planning. • Utilize tax expertise to help you keep more of what you earn resulting in greater wealth accumulation. • Strive to understand your personal goals and objectives and focus on helping you accomplish them. Institutional Investment Platform • Utilizes a due diligence process designed to identify and oversee top investment managers. • Separate custody, investment management, and reporting responsibilities to provide further protection against fraud or theft. • Help identify and negotiate lower investment fees for our client portfolios. We also structure the portfolio to minimize income taxes.... See More

Brent Perry, CFP
Piedmont Financial Advisors specializes in helping busy people make smart financial decisions. We have expertise in working with middle income individuals and families. Our focus is looking holistically at all aspects of your financial life including: budgeting, investments, taxes, retirement planning, insurance, estate planning, college planning, and making major purchases.
We offer a complementary 1-hour consultation. Call or email to schdule an appointment.... See More

WealthPoint Advisors, certified financial advisors, provide comprehensive, personalized financial planning services to clients across the USA in a transparent, collaborative environment.