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Wealth Advisors Group

EST. AUM
$1,342,010,836

CONTACTS
5

CLIENT ACCOUNTS
3,297

Firm Details

Metro area Indianapolis
CRD Number 122050
Website wealthag.com
Client types

Overview

Wealth Advisors Group is a financial advisory firm based in Fort Wayne, Indiana, at 12726 Coldwater Road. They emphasize a fiduciary approach, meaning their advisors are legally and ethically obligated to act in their clients' best interests. This commitment ensures personalized financial planning and investment strategies tailored to individual goals and circumstances. With over 25 years of experience, Wealth Advisors Group serves clients nationwide, offering services such as retirement planning, investment management, and tax-sensitive strategies. Their independent, fee-based model ensures unbiased advice, free from affiliations with specific products or companies.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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