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Fort Wayne, Indiana Area

We proudly serve clients throughout Fort Wayne and Northeast Indiana, including New Haven, Huntertown, Leo-Cedarville, Grabill, and surrounding communities.

Fort Wayne office

Serving the Fort Wayne, Indiana area
Phone: 260-433-3262

Fort Wayne

Comprehensive support for your full
financial picture

We offer coordinated services designed to help Fort Wayne-area clients bring retirement, investments, taxes, estate planning, business needs, and workplace benefits together through one relationship, supported by the resources of our broader planning network.

Wealth Management

Wealth Management

Tax Services

Tax Services

Retirement Planning

Retirement Planning

Estate Planning

Estate Planning

Investment Management

Investment Management

Business Services

Business Services

Fort Wayne Area

Financial advisors serving the Fort Wayne area

Whether you’re in Fort Wayne, one of the surrounding Allen County communities, or elsewhere across Northeast Indiana, our team takes a coordinated approach to the many factors that can shape your wealth and long-term financial well-being. We work to understand your priorities, bring your planning into focus, and develop strategies that support what you want to accomplish now and in the years ahead. Connect with us virtually via Zoom or through another convenient arrangement that works for you.

Gavin Gilpin
Gavin Gilpin

Wealth Advisor
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