Phillips Financial is a financial advisory firm based in Fort Wayne, Indiana. It currently has approximately $1,743,392,135 of assets under management and employs about 31 people. Phillips Financial uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.

Vestia Personal Wealth Advisors is a financial advisory firm based in Fort Wayne, Indiana. It currently has approximately $514,035,632 of assets under management and employs about 23 people. Vestia Personal Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Monarch Capital Management Inc, established on August 16, 1994, is a registered investment adviser specializing in managing client portfolios through equity and debt securities. The firm offers personalized investment strategies based on clients' needs, income considerations, and risk tolerance. Monarch operates on a discretionary basis, granting investment discretion to clients through a limited power of attorney. The firm also provides financial advisory services on various financial matters. Monarch follows a fiduciary standard, acting in clients' best interests and avoiding conflicts of interest. Fees for discretionary services are based on a tiered annual fee schedule, payable quarterly in advance. The firm manages over $409 million in client assets on a discretionary basis. Monarch does not charge performance-based fees and serves individuals, trusts, foundations, corporations, and pension plans. The firm reviews client accounts regularly and provides detailed quarterly reports. Monarch recommends clients custody assets with Pershing, TD Ameritrade, or Charles Schwab and may aggregate trades for efficiency. The firm has policies in place to ensure best execution and votes proxies for clients upon request. Monarch has no disciplinary history and does not engage in other financial industry activities or affiliations. The firm prioritizes client privacy and promptly corrects any trade errors that may occur in client accounts. Clients are informed about class action lawsuits related to securities held in their accounts.

Compass Financial Advisors, LLC is an investment adviser registered with the SEC since November 1998. The firm offers investment management and counseling services to various clients, including individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. Compass Representatives carefully assess clients' financial objectives and circumstances to provide tailored advisory services. The firm offers Fundamental Planning Services, which involve evaluating financial needs, drafting written financial plans, and assisting with plan implementation. Asset Allocation and Portfolio Supervision Services are also available, including investment analysis, allocation recommendations, and ongoing monitoring. Compass may recommend third-party managers for asset allocation and investment selection. The firm does not charge performance-based fees and discloses its fee structure clearly. Fees for services are based on a percentage of assets under management and may be negotiable. Compass does not engage in directed brokerage and has a detailed Code of Ethics to ensure fair practices. The firm does not have any disciplinary information to report and maintains transparency in its financial operations. Clients receive regular account statements and reports directly from the custodian. Overall, Compass Financial Advisors, LLC emphasizes personalized service, thorough investment analysis, and adherence to regulatory standards.

Financial Planning Services is a SEC Registered Investment Adviser that has been in operation since 1983. The firm manages assets both on a non-discretionary basis, totaling $3,010,304.00, and on a discretionary basis, totaling $176,171,851.00 as of December 2024. The firm offers financial planning and investment advisory services through its Investment Adviser Representatives, who are also Registered Representatives of Osaic Wealth, Inc. The investment strategy primarily focuses on a long-term buy and hold approach, with portfolios consisting of various securities such as individual stocks, bonds, and mutual funds. Clients receive personalized financial planning services, including recommendations for retirement accounts, investments, insurance, and estate planning. The firm emphasizes continuous account supervision and periodic client reviews to ensure alignment with investment goals and risk tolerance. Fees for ongoing services are individually negotiated based on the complexity of the consultation, with a minimum initial fee of $750 and renewal fees based on a percentage of the client's Adjusted Gross Income or Net Worth. The firm also offers the Vision2020 Wealth Management Program, providing comprehensive investment management through asset allocation planning software. Clients pay a quarterly account fee based on the market value of assets held, with additional transaction charges applicable. The Adviser Representatives may also recommend insurance products, earning commissions that could create a conflict of interest. The firm's Code of Ethics prioritizes client interests and transparency in personal securities transactions.