Looking for an independent financial advisor in Fort Wayne, IN that takes your goals seriously and listens to what matters to you? We’re glad you found us. {An independent financial advisor is a professional who offers personalized financial strategies and investment support that doesn’t represent any specific financial institution, broker, or insurer, so that recommendations are based solely on your best interest.
At Correct Capital, we believe your financial future is too important for cookie-cutter strategies or high-pressure sales pitches. As fiduciary advisors in Fort Wayne, IN, we’re legally and ethically committed to act in your best interest. Whether you’re planning for retirement, self-employed, or seeking better control of your finances, we’re here to help you build a personalized plan.
What You’ll Learn on This Page:
- How independent financial advisors in Fort Wayne, IN differ from others and how they’re different from other types of financial “advisors”
- The benefits of getting truly objective, client-first recommendations
- How Correct Capital supports your financial goals, including retirement planning, investment strategy, and tax-efficient planning
- How to know if the time is right to hire a financial advisor—and how to decide if it’s the right move for you
- How easy it is to get started with a trusted Fort Wayne, IN advisor
- What makes Correct Capital a go-to for financial guidance in Fort Wayne, IN
What Is an Independent Financial Advisor?
An independent financial advisor is a professional who offers financial guidance and investment support without being tied to a specific financial institution or product provider. That means their recommendations are based on what’s best for you, not on what helps them hit a quota.
Here’s what sets independent advisors apart:
- No sales pitches—just strategic planning.
- We focus on your needs with objective, one-on-one advice.
- Many operate as Registered Investment Advisors (RIAs), meaning they’re held to a higher ethical standard.
- Our flexibility gives you more choices and better solutions.
In short? You’re getting advice from someone who sits on your side of the table.
Is It Better to Use an Independent Financial Advisor in Fort Wayne, IN?
In many cases, absolutely—particularly if you’re looking for advice that’s truly focused on your needs.
Fort Wayne, IN Independent advisors aren’t tied to specific products or companies, which means we have the freedom to recommend what actually fits your life. Unlike broker-dealer advisors who may be incentivized to sell certain mutual funds or insurance packages, we focus on long-term strategies—not commissions.
Why It Matters:
- Unbiased recommendations: No hidden agendas, no sales pressure.
- Wider range of options: From retirement accounts to investment portfolios, we’re not limited by a product shelf.
- Stronger relationships: We get to know you, not just your numbers.
- Fiduciary duty: We put your interests ahead of everything else.
If something feels off with your current advisor, independence might be exactly what you need.
What Does an Independent Financial Advisor Do?
Imagine having a personalized guide for your financial journey. You tell us where you want to go—travel more, reduce taxes, enjoy retirement—and we help navigate the best path forward to get there.
Here’s what we do for our Fort Wayne, IN clients (and how we do it):
Personalized Financial Planning
This isn’t pre-packaged advice. We take the time to dig deep into your goals and challenges—goals, values, income, assets, challenges—and build something that’s truly yours.
Retirement & Income Planning
No matter how close or far retirement is, we help you create income you can count on, avoid tax surprises, and retire on your terms.
Investment Strategy & Portfolio Management
We’ll design and manage a diversified portfolio based on your risk tolerance, time horizon, and goals. It’s all about thoughtful, disciplined strategy—not trends or hype.
Tax-Efficient Planning
Taxes can quietly shrink your returns if you’re not careful. We help you strategically manage your income streams to maximize your after-tax income.
Ongoing Support & Proactive Guidance
Things shift—and your plan should keep up. We stay in touch, adjust your plan along the way, and are always available when questions come up.
Why Work With Correct Capital in Fort Wayne, IN?
There are plenty of financial advisors out there—but not all of them are independent or have the same legal obligation to put your best interest first.
At Correct Capital, we’re not just here to help you manage money—we’re here to help you live a better financial life.
Here’s what sets us apart:
- Independent & Fiduciary: We're not tied to any products or institutions, and we always act in your best interest.
- Fee-Based & Transparent: We believe in simple, straightforward pricing.
- Credentials You Can Trust: Our advisory team includes a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary®, and a CFPA®.
- Real Relationships: You’ll always have a familiar face who understands your goals.
Whether you're approaching retirement, running a business, or planning for the next big milestone, we’re here to help you navigate with clarity and confidence.
We’d love to help—book a no-cost consultation today and let’s get started.
When Is It Worth Hiring an Independent Financial Advisor in Fort Wayne, IN?
The fact that you’re asking usually means it’s worth a conversation.
Hiring an independent financial advisor is worth it when:
- You’re nearing retirement and want to make sure your savings will last.
- You need guidance after a business sale, inheritance, or major life event.
- Your financial life has more moving parts, and it’s time to bring in a pro.
- You’re not in crisis, but you know there’s room for improvement.
- You want the confidence of having an expert in your corner.
Some people wait until they hit a financial crisis. Others get ahead of it. We’re here for both—but getting started early often means more opportunities, fewer surprises, and better outcomes.
Not sure if now is the right time? Let’s have a quick chat and figure it out together.
How to Get Started With an Independent Advisor
You don’t need everything figured out to begin—we’ll walk you through it.
Here’s what it looks like when you work with Correct Capital:
- Schedule a Free Intro Call
No pressure, no commitment. Just a friendly conversation where we get to know each other and see if we’re a good fit. - Bring the Basics
We’ll ask about your goals, current finances, and any major life events coming up. If something’s missing, that’s totally fine—we’re here to help you fill in the blanks. - We Build Your Personalized Plan
We design a strategy tailored to your life and your goals. - Ongoing Support (Not a One-and-Done)
Life changes, and so will your plan. We stay in touch and adjust as needed—whether that’s revisiting your retirement timeline or taking advantage of new tax strategies.
Talk to an Independent Financial Advisor in Fort Wayne, IN Today
You’ve earned what you have. We’re here to help make the most of it.
At Correct Capital, we help people across Fort Wayne, IN feel more confident about their financial path—with personalized guidance, objective advice, and a relationship built on trust. Whether you’re nearing retirement, navigating a big life change, or just want to make smarter financial decisions, we’re here to help you do it with confidence.
Ready to get started? Give us a call at 877-930-4015 or reach out online for your free consultation.
Your goals, your strategy—let’s make it happen together.
