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.
An intelligent, progressive approach throughout the year.
Tailored to each client’s specific financial plan including cash flow needs, tax situation, and risk tolerance.
Have the time, interest, and expertise to personally manage your investments and financial affairs?
Interested in working with us? Here’s how to get started.
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.
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.
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.