Founded in 2004, Collier Financial is an independent financial planning and wealth management firm based in Fort Wayne, Indiana. The company operates under a strict fiduciary standard, meaning they are legally and ethically bound to act in their clients' best interests. They specialize in a comprehensive, planning-first approach that integrates retirement planning, investment management, tax strategies, and insurance services to create a holistic financial plan for individuals and families. As a fee-only firm, their revenue comes directly from clients, not from commissions on financial products, which is intended to align their advice with client success.

Founded in

United States