Finley, Haire, and Associates
Merrill Lynch Wealth Management
9921 Dupont Circle Dr W
Fort Wayne IN 46825
(260) 427.6523
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Understanding your priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you. We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today’s changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Daniel Finley
Managing Director, Senior Financial Advisor
Barron's "Top 1,200 Financial Advisors", 2017-2025
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2018-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Financial Times "400 Top Financial Advisers", 2017
(Published on March 30, 2017. Rankings based on data as of June 30, 2016.)
Finley, Haire, and Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Services and Goals

We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

The team's industry knowledge and experience helps them provide you with:

  • Potential risk management strategies
  • Trust and estate planning services
  • Tax-minimization strategies
  • Access to Bank of America for your credit and banking needs

Investing involves risk. There is always the potential of losing money when you invest in securities.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Meet Our Team
Daniel Finley,

CPFA®

Managing Director, Senior Financial Advisor
260.427.6523
Tyler Haire,

CFP®, CPFA®

First Vice President, Wealth Management Advisor
260.427.6639
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.