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Advisors / Indiana / Fort Wayne
32yrs

David Meyer

Financial advisor at Monarch Capital Management

David Meyer has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Fort Wayne, Indiana. David joined Monarch Capital Management in 1998, a firm offering financial planning and investment management. Monarch Capital Management reports being paid through a percentage of assets and flat fees.

One of 441 advisors with offices in Fort Wayne, and one of 401 fiduciaries.

Fort Wayne, IN 46802Top 12% by experience in IndianaFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience32 years (since 1994)
How that compares ?Top 12% by experience in Indiana
Office127 West Berry Street Suite 402, Fort Wayne, IN 46802
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.03 million
Advisors at the firm4
States licensed ?1 state

Services through Monarch Capital Management

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination

Career

  1. 1998 – now

Questions to ask David

Tailored to David’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About David

How do I contact David?

Call Monarch Capital Management at (260) 422-2765 and ask for David Meyer. David works from the Fort Wayne, IN office.

How long has David been a financial advisor?

David has been in the industry since 1994, about 32 years. Top 12% by experience in Indiana.

What licenses does David hold?

Series 65. Tap any license on this page to see what it allows.

Is David a fiduciary?

David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is David paid?

Monarch Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask David for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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