Wealth Advisors Group - Fort Wayne, Indiana

Mike D.

My wife and I were looking for true financial advise, not just a fund allocator. In 2013 we began working with Mark, and more recently with Chris also. I can’t begin to say enough about this group. They have always had the insights and tools to provide an accurate picture of where we stood and a defendable vision of where we were going. They are proactive in contacting us when special opportunities or circumstances arise. They actively implement and manage the plan set forth in our meetings.

While other reviewers have provided assessment of their services, our circumstances would test the character of this team. Our situation was fairly straightforward in 2013, but unexpected very significant health issues arose a few years later, derailing the plan, leading us into uncharted waters. Mark respectfully, skillfully and gently helped us consider / navigate through multiple future scenarios, including dealing with inability to work full time, disability, harsh realities of life-expectancy actuarial probabilities, early retirement from work - a heavy situation and a very heavy lift to expect from a financial advisor, yet they were there for us. Throughout continually changing circumstances, they were there reassessing and revising every step of the way.

There is so much more, but suffice it to say that we are so very pleased with every aspect of this group, have achieved financial peace of mind, and deeply appreciate the skill, care, and kindness of this group.

Amber D.

I highly recommend Wealth Advisors Group! They truly have your best interest and walk alongside you and your family during all decisions that you have to make. My husband and I have been working with Austin Thoms, with Wealth Advisors Group, for over a year now and he and the company are wonderful to work with.

James G.

I have been a client of Joe Dewald and Wealth Advisors Group for about 17 years. I am extremely satisfied with the returns on my investment over the long term. Joe and the other advisors I have dealt with are always friendly, knowledgeable and accessible. They have always explained what's going on in my account in language I can understand and have definitely helped me to be better informed and educated about investing. I feel that we have a relationship build on honesty and trust and as a person of faith that means a lot to me.

Jui P.

I recently started working with WAG. Their responsiveness, transparency and most importantly holistic financial planning approach is excellent and just what I was looking for to be reassured as a young professional. I would highly recommend their services!

Betty S.

I have been a client of Wealth Advisors Group for over three years and find their services to be exceptional. Always available to answer my questions and provide me with guidance on my investments.

Margie C.

My husband and I recently started working with Joe and Austin at Wealth Advisors Group. They put you at ease and take the time to explain everything to you. I highly recommend them.

TIM T.

WAG is great! I especially appreciate the retirement planning we have done. The process has given me a greater comfort level of when I can retire financially. I trust them!

Justin T.

I am a mid-career professional looking to retire a little bit earlier than normal.
I take a do-it-yourself type of approach to investing as I am leery of fees and giving control of my assets to others. However, wanting to make sure I was “doing it right” I decided to give a financial adviser a try.

At Wealth Advisors Group, I worked with Austin, Rachael and Stephanie. Together they put together a comprehensive financial picture of where I was at in my financial journey. Personal financial documents are held in confidence and can be transferred remotely via a secure web-link. Austin help determine if retiring early was feasible based on the information I provided and a series of Monte Carlo models of the market. He came up with an investment strategy that reflects my risk tolerance, time horizon, and values. In addition to the investment picture, we also considered tax strategies and the amount of insurance I need to manage risk. Further, a reference was given in estate planning.

It was very nice to have a second set of eyes looking over my complete financial picture and wish I had done this sooner in my career. I would recommend this group for input at any stage of your financial journey.