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Bassett Financial Advisors

We built this firm for you, your journey. A Fort Wayne, Indiana-based, fee-only, registered investment advisory firm pursing excellence in investments and financial planning. Our mantra is simple: Organize, Analyze, and Plan.

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Bassett Financial Advisors

Bassett Financial Advisors

We built this firm for you, your journey. A Fort Wayne, Indiana-based, fee-only, registered investment advisory firm pursing excellence in investments and financial planning. Our mantra is simple: Organize, Analyze, and Plan.

Learn More

“It is good to have an end to journey toward; but it is the journey that matters, in the end.” ― Ursula K. Le Guin

Financial Planning

Financial Planning

An intelligent, progressive approach throughout the year.

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Portfolio Managment

Portfolio Managment

Tailored to each client’s specific financial plan including cash flow needs, tax situation, and risk tolerance.

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Your Life is Busy - Simplify It

Your Life is Busy - Simplify It

Have the time, interest, and expertise to personally manage your investments and financial affairs?

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Let's Get Started

Let's Get Started

Interested in working with us? Here’s how to get started.

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Why Bassett Financial Advisors

Why Bassett Financial Advisors

For Bassett Financial Advisors, it’s all about YOU – THE CLIENT: YOUR NEEDS, YOUR GOALS, YOUR JOURNEY. With over 30 years of experience, we get results.  

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Marty Bassett, CFP® | CEO & Founder

Everyone needs someone in their life they can trust, especially when it comes to a sea of financial matters needing navigation. Bassett Financial Advisors was created to give people a place to get trusted advice. As a fee-only advisory firm we work for you to provide objectivity, without conflicts of interest, to help you move towards your goals, your North Star. 

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What Is Your Risk Number?

Approximately 80% of investors carry more risk in their portfolios than they realize.

Discover your unique risk number and we’ll tell you if it matches the investments you hold.