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Our Mission

WHAT MAKES US DIFFERENT.

Wealth Advisors Group has been serving clients in Northeast Indiana and all over the United States since 1991.

As our name suggests, we help people protect and grow their wealth through a strategic combination of investment management, income strategies, and personal and business financial planning. But unlike other financial services firms that are part of a large corporation, bank or wirehouse, we’re a registered investment adviser (RIA). That means we are wholly independent and are able to pick the most suitable product or service for your needs since we have no
restrictions from a parent company.

We’re also a fiduciary, legally and ethically bound to act in your best interests. You can be confident in any advice you get from Wealth Advisors Group, knowing that it comes from someone whose only goal is to see you succeed. In fact, our compensation is in no way tied to what we suggest, we have fee-based payments that are completely transparent. Of course, the fiduciary standard is a commitment we make, not just because of laws, but because it reflects our principles. From the beginning, we wanted to create a firm where the client is the focus, and not the other way around.

Further peace of mind comes from knowing every one of our advisors is a Certified Financial Planner® (CFP). That designation shows they have
gone through the extra education, testing and continual training to reach the level of knowledge and service demanded by the CFP® Board of Standards. You’ll notice this drive for excellence in everything we do.


One of our primary goals is to develop a long-term, trusting relationship with you. 

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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