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The Aim of Life is

Living It!

We are an independent, Fee-Only Financial Planning and Wealth Management firm serving the upper Midwest from Fort Wayne, Indiana and Milwaukee, Wisconsin.

Life goals

It is our goal to enable you to focus on what is important in your life. This is possible through a financial planning process that provides you with confidence that you have a plan in place to achieve your financial goals.

Intelligent financial decisions

Your investment philosophy and strategy should follow a conservative and fact-based approach to seeking long term results in line with your personal needs.


We take this journey together. We work closely with you to implement your plan; providing you with access to all the proper resources along the way. Understanding the fundamentals of your financial plan and investment strategy enables peace of mind.


At our firm we enjoy each other and what we do. We expect each team member to live well-rounded lives just as we seek to enable the same for you.

About Us

David A. Dickmeyer, M.B.A. Photo

David A. Dickmeyer, M.B.A.

Wealth Advisor | Principal Owner
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David A. Dickmeyer, M.B.A.

Wealth Advisor | Principal Owner

His Motto:

“It all boils down to enabling peace of mind.”

Dave received a Bachelor’s Degree in Industrial Engineering from Purdue University in 1978 and an M.B.A. from Butler University in 1982. Dave had a successful career as a sales engineer / marketing consultant in the automotive industry including the development of an electro-magnetic sensor which he patented in 1992. However, while studying for his M.B.A., Dave became fascinated with the financial services industry and spent several years studying investment strategies and researching and analyzing corporations and developed a high level methodology for evaluating individual stocks. After gradually exiting the automotive industry from 2000 to 2005, Dave joined a local fee-only advisory company and began a professional career in wealth management. In 2002, Dave left the firm to start his own fee-only practice; Dickmeyer Financial Management, Inc. In 2004, Ian Boyce joined Dave and together they became Dickmeyer Boyce Financial Management, Inc. Dave is the President and Managing Partner of Dickmeyer Boyce Financial Management, Inc.

Dave is a long time member of the Fort Wayne Director’s Business Group. He is also an active member of his church, Emmanuel Community Church. Dave is an avid golfer and enjoys spending time with his wife Tammy, three children; Holley, Kelley and Max, their spouses (Nick, Morgin and Alisha), and grandchildren.

Sara A. Stanski, RP®  Photo

Sara A. Stanski, RP®

Operations Director | Senior Paraplanner
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Sara A. Stanski, FPQP®

Operations Director | Senior Paraplanner

Her Motto:

“Clients are very thankful that team members are available when the advisors may not be, someone who is as familiar with their situation and can get them an answer promptly.”

Sara holds a Bachelors Degree in Business Administration with a concentration in Finance from Saint Mary’s College. After graduation in 2001, Sara joined a local Fee-Only advisory firm and received her Registered Paraplanner™ Certification from the College for Financial Planning in Denver. Sara worked as an Asset Management Specialist and Paraplanner for six years before joining Dickmeyer Boyce Financial Management, Inc. in 2007. Sara is the Operations Director and Senior Paraplanner for DBFM. Her areas of focus include managing and increasing office efficiency through improvements to current procedures, compliance & planning and prioritizing business functions. Sara also serves as a Senior Level Paraplanner assisting in the preparation and administration of high level financial plans.

Sara is married to Jeff and together they have three children; Charlie, Sophie and Sam. Sara is a member at St. John the Baptist Catholic Church Fort Wayne. She also stays busy with her children’s various activities. In her free time she likes to read, exercise and spend time at the lake. You can find Sara most days at the pool, football field, volleyball court or baseball field cheering for her kids.

Ian D. Boyce, CFP® Photo

Ian D. Boyce, CFP®

Certified Financial Planner™ | Principal Owner
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Ian D. Boyce, CFP®

Certified Financial Planner™ | Principal Owner

His motto:

“It’s about caring enough to consider the many assumptions and strategies that could positively or negatively impact a client or their family, and based on our findings helping them implement recommendations to achieve their goals.”

Ian has been providing financial planning and wealth management advice to clients since 1999. He holds a Bachelor of Arts degree in Zoology with a minor concentration in Economics from the University of Vermont. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and NAPFA-Registered Financial Advisor.

Ian is a founding member and Managing Partner of Dickmeyer Boyce Financial Management. He has been quoted in numerous publications and is a frequent public speaker on financial topics. He specializes in planning for professionals and with families in transition; from retirement to divorce or death.

Ian is actively involved in a number of professional, civic, and charitable organizations within his community and serves as a Director or Board Member on several Boards including The University of St. Francis, Parkview Hospital Regional Medical Center, Parkview Hospital Foundation Board, and Questa Foundation.

Ian is a former professional hockey player well known in Fort Wayne for his time spent playing for the Fort Wayne Komets. In his free time, he enjoys cycling, gardening and golfing. He is married to Kim and has three children; Jeremy, Cameron and Chandler.

Glenda Ludlow Photo

Glenda Ludlow

Client Service Specialist
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Glenda Ludlow

Client Service Specialist

Her motto:

“It’s about making clients feel comfortable and cared for.”

Glenda began working in the fee-only industry in 2009 as an administrative assistant for a Fee-Only financial planning firm in Fort Wayne, IN. She joined Dickmeyer Boyce in 2012. Glenda has become a vital member of our client service team, assisting with our daily portfolio management system download and helping to manage our client relationship management software. She also prepares client meeting reports and assists in processing new accounts, transfers, money movement and other service related requests.

Glenda is an active member of Grace Point Church. She enjoys gardening, cooking and spending time with her family and friends. She is married to husband Jeff and they have two children; David and Philip and one grandson; Aidan.

Max D. Dickmeyer Photo

Max D. Dickmeyer

Investment Advisor Representative
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Max D. Dickmeyer

Investment Advisor Representative

His motto:

“Often it is appreciated that we use resources and technology to add time back to our clients’ lives.”

Max graduated from Purdue University in 2015 with a degree in Mechanical Engineering. However, he has worked for Dickmeyer Boyce Financial Management Inc. since 2010. Max’s role is multi-faceted. He is responsible for equity research and analysis, internal asset management, and assistance with technological and automation opportunities. In the short term, Max is working towards accreditation necessary for client engagement / wealth management.

Megan N. Relue Photo

Megan N. Relue

Staff Financial Advisor | Client Service Associate
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Megan N. Relue



"Serving others and minimizing the disruption caused by financial anxiety is one of the most rewarding aspects of what we do."

Megan joined Dickmeyer Boyce Financial Management in June of 2021. Megan has hit the ground running having worked for DBFM for several college and high school internships. Her primary role is providing direct support to advisors as they prepare for client meetings and to build and maintain client relationships, but her goal is to be a client facing advisor herself.

Megan received her Bachelor of Science Degree in Business Administration with a focus in Financial Planning from Liberty University in Lynchburg, VA in 2021. She was an outstanding student, achieving a place on the dean’s list every semester of her college career and graduating in three years. While at Liberty, Megan completed her Certified Financial Planner coursework (CFP®), as well as the coursework to become a Certified Kingdom Advisor (CKA). She plans to take the CFP certification examination in the spring or summer of 2022 followed by the CKA exam at a later date.

Megan is recently married to husband Jack. She is an avid runner and together they enjoy running, hiking, cooking gourmet food and serving at their local church.


Drew D. Lanphear, CFP®, RICP®  Photo

Drew D. Lanphear, CFP®, RICP®

Certified Financial Planner™
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Drew D. Lanphear, CFP®, RICP® 

Wealth Advisor| Certified financial plannerTM

His motto:

“Clients appreciate our willingness to make recommendations that may not be immediately favorable to our firm, but are in the best interest of the client for the long run.”

Drew graduated from the University of Wisconsin-Madison with a degree in Mechanical Engineering in 1999 and received an M.B.A. from Cardinal Stritch University in 2011. He spent 20 years as a sales engineer and sales director, providing industrial automation solutions to industries such as automotive, consumer electronics, food, and healthcare. Prior to joining Dickmeyer Boyce, Drew was the North American Sales Director at a leading sensor manufacturer for enabling driverless vehicles. Throughout his career in sales, Drew spent significant time studying investments, investment strategy, and wealth management, while also, managing his own portfolio of investments. In 2016 he decided to formally pursue a career in financial management and enrolled in Northwestern University’s certified financial planning program. Upon successively completing his education requirements, Drew passed his CFP ® board exam in March 2018 and now dedicates all his professional time to helping clients manage their wealth.

Outside of work Drew enjoys staying active and volunteering.

Dennis J. Bragg Photo

Dennis J. Bragg

Research Analyst
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Dennis J. Bragg

Research Analyst

Denny joined Dickmeyer Boyce Financial Management Inc. in 2012 as a Research Analyst after a career as a business owner/manufacturer’s representative for Skyline Sales Associates, Inc. Denny has always had a keen interest in economics and in particular researching investment securities and financial topics. His care and diligence has been an asset to our organization and he has become an integral member of our team assisting in the tactical evaluation of the market environment, studying company filings, examining financial statements, forecasting and providing recommendations for our client portfolios.

Denny has been married to wife Kate for 27 years. They have two boys Jonathan and Patrick, both currently attending college.

Penelope  Photo


Top Dog
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Penelope Lanphear



“I really, really like treats.”

Penelope is one of the latest additions to the office.  She holds no educational degree or financial designation, but, she is a 110 pound bullmastiff who will win you over with either her personality, incredibly good looks, or both.  Penelope has mastered 12 commands, none of which make her financially astute, but all of which make her among the more well behaved in the office.  In her free-time, Penelope enjoys tummy rubs, ear scratches, naps and anything edible that falls from a desk or a lunch room table.   If you’re a dog person, she most certainly looks forward to winning you over as do we.

As a Fee Only investment advisor, our sole source of compensation comes from the work that we do for our clients. We do not operate on commission or accept incentive from third parties.

We structured our compensation this way because we feel it is the best way to ensure that your interests come before our own. As fiduciaries, decisions are always made with your best interests in mind.

We will always be completely transparent on how we are compensated – it is the only way we do business. We strive to provide our clients with a variety of ways to pay us for our services.

The specific manner in which fees are charged will be established in your written agreement and reviewed with you prior to any formal engagement. General guidelines for our fees are provided below by type of service:

Designing Your

Financial Life

At Dickmeyer Boyce, we believe that the aim of life is living it!

As financial advisors, we see our role as designing a logical process for addressing the financial parts of your life, so that your resulting plan yields results that keep you on schedule. We do this in a way that consolidates all aspects of your financial life, so that you can understand how your unique plan is working for you.

We see this framework as necessary to create possibility and opportunity, so that you can go about living life instead of worrying about whether or not you are on the right path to success.

Financial Life Planning
with a Human Touch

Guidance For
Your Journey

We all want to believe that there is a calendar or schedule to follow, but the reality is that the path from A to B isn’t always a straight line. Without a plan, responding to the unknown is difficult!

This process can be challenging to uphold at times. Like anything, it takes discipline. As we journey down the road to live our best financial lives, inevitably we encounter instances when things just don’t go in the desired direction. This is where our guidance reaches the height of its value. Our disciplined process will see you through these times, as demonstrated by our long history of creating a successful experience for those we serve.

Client Stories

Protecting Client’s
Best Interest

Avoiding Hazardous

Serving Clients
Above & Beyond

Navigating Work/Life
Financial Balance

Advising with

Guiding to
Higher Stability

Serving You

Investment Philosophy: The Long View

We view investing as a long term proposition, it is not a process of frequent trading in and out of investment positions or the market as a whole. In addition, history shows us that attempting to time the market is fruitless. One cannot account for all the factors influencing the pricing of various investment options. History also shows us that the value of investments rise over the long term in spite of near term economic or geopolitical concerns.

We believe this long term direction on investment growth is simply due to population growth and humanity’s success at doing things more efficiently over time. These two factors make the investment marketplace an instrument of success for disciplined and long term investors.

We follow a well-defined process for managing your wealth. We begin by thoroughly understanding your current financial status and future goals through our ‘Personal Financial Overview’. Following completion of your overview you may choose to engage with us in our ‘Wealth Management’ services: ‘Asset Management’ and ‘Comprehensive Financial Planning.'

Personal Financial Overview

Your Personal Financial Overview acts as a blueprint for managing all elements of your financial life. You will gain insight into:

Knowledge about retirement readiness

An overview of your portfolio and investment strategy

A review of the adequacy of life or long term care insurance, estate or tax planning questions

Education funding questions

Wealth Management

Wealth Management is a holistic process of evaluating your complete financial picture that brings together the key elements of your financial plan with the management of your investment assets to achieve your financial goals.

Asset Management

Comprehensive Financial Planning

Retirement Plan Advisory Services

In our role as a Fiduciary for your retirement plan we:

  • Work with plan sponsors to create and update plan documents
  • Establish suitable investment policy statements
  • Select and monitor plan investments and make recommendations for mutual fund changes
  • Enroll and educate employees about retirement readiness and their specific plan offerings
  • Produce investment materials, performance information and plan summaries for review by plan sponsors and owners

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