SERVICES
401(k)
What is your 401k invested in? Are you receiving any professional help with your most important retirement account?
IRA
Have you started saving for retirement using a personal account? Do you know the difference between Traditional and Roth IRAs?
Savings
Do you have too much in savings? What interest rate are you earning from your bank?
ABOUT
I began my career in the Financial Services industry in 2014 with Lincoln Financial Group. In 2016, I completed the Financial Advisor Career Development program with Edward Jones - Training Magazine's #1 Ranked Financial Services Firm. Three years later in 2018, I started Mabry Wealth Management in Fort Wayne Indiana.
As a Southwest Fort Wayne native, I attended Canterbury High School, then matriculated to Indiana University - Bloomington, and went on to earn a Master of Business Administration from the University of Saint Francis. My God, my family, and my business are the three most important things in my life. I attend church here locally, where I taught the Dave Ramsey course "Financial Peace University.” In 2021, I signed a partnership with Ramsey Solutions to serve as a SmartVestor Pro® right here in Fort Wayne. I am passionate about helping others and doing things the right way. In a complex industry with a lot of confusion and only a little transparency, I seek to educate clients and explain investing in a way that's easy to understand and feel good about. I am also a big sports fan (Hoosier Basketball, Notre Dame Football, Cardinals Baseball).
As a Registered Investment Advisor and fee-only fiduciary for you, I am held to a legal standard of conduct that requires I act in your best interest. I do not work on commissions or receive any transaction based fees from the advice I give. I do not receive any compensation from our custodian Charles Schwab - where your securities are held for safekeeping. Unlike most advisors, I won't invest your money in securities that will pay me or the broker/dealer/insurance company I work for the most, because I don't work for one (a very common conflict of interest you want to avoid). The only person I work for is you. And because of the way my fees are structured, I do better when you do better. Therefore, when I make an investment recommendation, you can be sure that I am giving you investment advice that is truly in your best interest.
My goal is to develop a personal relationship with you, and be someone you can trust. I want to understand what is important to you so I can use my established process to build personalized risk adjusted strategies to help you achieve your financial goals and partner with you throughout your life to help keep you on track. Please contact me by email or phone and we can set up a some time to see if we are a good fit.
