Our reason is you
You made many sacrifices to get where you are today. That level of ambition and discipline–with its investment of time and energy–is our motivation for managing your wealth. You deserve a financial team dedicated to acting with your best interest in mind. To that end, we strive to provide a level of service that goes well beyond the norm, redefining what it means to overdeliver while serving as a testament to how much we truly care about our clients.
Our story
Optare Financial Partners is a group of financial professionals who originally worked together at A.G. Edwards & Sons, a predecessor firm to Wells Fargo Advisors. Located in Fort Wayne, Indiana, Optare consists of seasoned, esteemed financial professionals committed to delivering outstanding client service to individuals who have sacrificed greatly to obtain the resources they have today.
As our name implies, we will always opt for the most advantageous path when it comes to the planning work we provide. That includes a level of investment conservatism that helps your portfolio stand up to extraordinary market events. No matter what happens, you can expect and trust that we’ve already considered it. And because we’ve prepared for it, our goal is to deliver an honest message of stability. It’s what we do best.
With a commitment to always do what’s right for the client, we strive to deliver a level of service that goes beyond what’s customary. Let us be the first call you make whenever you need help.
