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The Aim of Life is

Living It!

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



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.

Facilitation

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.

Enjoyment

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 and her husband, Nick, Kelley and Max and grandson Noah.

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, Downtown Development Trust, Northeast Indiana Regional Fund and Greater Fort Wayne Inc.

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 coaching his son’s sporting teams, gardening and golfing. He is married to Kim and has three children; Jeremy, Cameron and Chandler.


Sara A. Stanski, RP®  Photo

Sara A. Stanski, RP®

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

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 and planning and prioritizing business function. 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 actively involved at St. John the Baptist Catholic Church Fort Wayne. She also stays busy with her children’s various activities.

Drew D. Lanphear, M.B.A. Photo

Drew D. Lanphear, M.B.A.

Wealth Advisor
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Drew D. Lanphear, M.B.A.

Wealth Advisor


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 his time to causes like Breakthrough Ministries of Chicago.

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.


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 in the daily operations of the business including running our daily portfolio management system download, processing client meeting reports and preparing and processing client requests including opening new accounts and processing transfers. Glenda also helps to manage our client relationship management software.

Glenda is an active member of Grace Point Church through which, she enjoys serving her community. She is married to husband Jeff and they have two children; David and Philip and one grandson; Aidan.


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 is a board member for Boomerang Backpacks and enjoys coaching, fishing and watching Colts football. He is married to Kate and they have two boys; Patrick and Jonathan.


Penelope Lanphear Photo

Penelope Lanphear

Top Dog
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Penelope Lanphear

TOP Dog


Her MOTTO:


“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
Investments


Serving Clients
Above & Beyond



Navigating Work/Life
Financial Balance


Advising with
Transparency


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

Publications,

Insights & News

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