Fort Wayne’s Trusted Financial Services Firm
Independent Financial Planning in Fort Wayne
At Valoris Wealth, we provide independent financial planning in Fort Wayne for families, business owners, and retirees. We partner with families and business owners with uncoordinated financial pictures and provide them the advice needed for clarity and freedom to thrive in their lives and businesses.
Services We Offer in Fort Wayne
Financial Planning
We help families and professionals in Fort Wayne create personalized financial plans that align with their goals. From cash flow strategies to investment planning, our objective advice puts your needs first.
Wealth Management
Our fiduciary approach to wealth management focuses on building and preserving your assets. Whether you’re accumulating wealth or managing a complex portfolio, we provide independent, tax-aware strategies tailored to your life in Fort Wayne.
Business Succession Planning
Business owners in Northeast Indiana face unique challenges. We guide you through exit planning, succession strategies, and legacy preservation — ensuring your business, employees, and family are protected.
Tax-Efficient Retirement Strategies
Retirement is more than a number — it’s a lifestyle decision. We help you navigate Roth conversions, RMDs, Social Security timing, and income planning with a focus on tax efficiency and peace of mind.
Meet your local advisors
Independent financial advisors in Fort Wayne
We believe you deserve a clear process that embodies strength and clarity, guiding you confidently through financial complexities.
Lucas Salerno, CFP®
Financial Planner, Founder
Lucas is a fiduciary financial advisor based in Fort Wayne, IN, dedicated to empowering clients through independent, comprehensive financial advice. He has been providing private wealth management advice in Fort Wayne and surrounding areas since 2018. Lucas specializes in comprehensive financial planning, business owner planning, wealth management and tax reduction strategies.
Matthew Middleton, MBA, CRPC®, CRPS®, AAMS®
Financial Planner
Matthew is an independent financial advisor based in Fort Wayne, IN, dedicated to leading his clients to financial independence. He has been providing financial literacy education in Fort Wayne and across Indiana since 2012. Matthew specializes in retirement planning, investment management, insurance analysis, and business retirement plan services.
Visit our Fort Wayne office
We are located on the 3rd floor of the HW Building in Fort Wayne, Indiana across the street from the Grand Wayne Center on the corner of Harrison and Washington Blvd. Parking is available across the street in the Allen County Public Library lot or via Fort Wayne street meter parking.
Let’s Talk! Your Discovery Meeting is Complimentary
This session provides you with a personalized introduction to Valoris Wealth’s approach, offering clarity on your financial situation and actionable insights to empower your next steps—all without any obligation.