Wealth Advisors Group

At Wealth Advisors Group, we make your wealth management experience personal – and we make it our priority. Our comprehensive, disciplined process leaves room for creative thinking that results in a level of personalization that is specialized. We understand how life’s details can impact your wealth, and collaborate to guide you through important decisions. You benefit from the experience and knowledge that our award-winning team brings to the relationship, and the professional designations we have achieved (CFP®, CEP®, AIF®, CDFA®). At Wealth Advisors Group, we are committed to continuous professional education and development. Our commitment extends beyond the realm of personal finance – we go beyond the numbers. We take the time to really know our clients in ways that are meaningful to their financial future. By understanding your priorities, aspirations and objectives, we are able to provide an unparalleled level of care. Communication is a key element of any successful relationship, so expect us to ask questions and be responsive. If we don’t know the answer, chances are we know specialists who do. We have developed valuable connections to professionals, both inside and outside the financial industry, who help to complement and expand our service offering. CFP® (CERTIFIED FINANCIAL PLANNER™) certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. CFP Board’s certification requirements are centered around the “Four E’s” – Education, Examination, Experience and Ethics – each of which has developed and been strengthened over the course of CFP Board’s history. CEP® (Certified Estate Planner™) or MCEP® (Master Certified Estate Planner™), is a financial, legal, or tax professional who has earned a distinctive educational certification through the National Institute of Certified Estate Planners (NICEP). A CEP® has completed a rigorous eight (8) module course of instruction in the field of estate planning, successfully passed a comprehensive proctored examination process, shown a desire to associate with professional estate planning peers, agreed to comply with annual estate planning continuing education requirements, and ascribed to the practical guidelines and code of ethics of the NICEP. AIF® (Accredited Investment Fiduciary®) designation is awarded by fi360 Inc. to recognized investment professionals who meet special requirements including the AIF® Training, AIF® Examination, AIF® required experience, and AIF® continued education. They are also required to adhere to the AIF® Code of Ethics and Conduct Standards. The Code of Ethics consists of the tenets of ethical conduct expected of all credential holders, while the Conducts Standards pertain to any past criminal and civil litigation, regulatory events, and personal and professional conduct. An investment fiduciary is someone who is managing the assets of another person and therefore stands in a special relationship of trust, confidence, and/or legal responsibility. CDFA® (Certified Divorce Financial Analyst®) professionals must successfully pass all exams and be in good standing with their Broker Dealer and the FINRA/SEC or other licensing or regulatory agency. They receive comprehensive training using a variety of knowledge and skill-building techniques. CDFA® professionals learn how to help their clients with financial issues that will affect the rest of their lives, including, but not limited to: Personal vs. marital property, Valuing and dividing property, Retirement assets and pensions, Spousal and child support, Splitting the house, Tax problems and solutions, and Expert witness testimony.

Address: 12726 Coldwater Road, Fort Wayne, IN 46845 USA

Phone: +1 260 619 3100
FAX: +1 260 619 3609