DICKMEYER BOYCE FINANCIAL MANAGEMENT IS A Fee-Only Financial Planning and Wealth Management firm serving the upper Midwest from Fort Wayne, Indiana and Milwaukee, Wisconsin.
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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.
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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.
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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.
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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.
Start Planning Your Life with our wealth management guidance
Our commitment to you is to serve our clients in a humanistic manner, while keeping their best interest a top priority. We making financial planning about your life, not about us.
Our process:
- Personal Financial Overview
- Plan Development
- Implementation
- Manage & Monitor
At Dickmeyer Boyce Financial Management, our willingness to go beyond the traditional scope of financial planning engagements sets us apart.
We help our clients through life decisions and decisions that may indirectly affect their financial well-being.
No matter where you are in life, or what you do, we can help. From professionals in the medical space to manufacturing and technology, or small business owners to widows/widowers, we have a tailored solution for you.
Blog & News
2023 Year End – Q1 2024 Review
2023 Third Quarter Review: Have We Skipped A Down Cycle?
2023 First Quarter Review: The Economy Is Bending Yet Proving Resilient
Client Stories
Serving Clients Above & Beyond
Navigating Work/Life Financial Balance
Advising With Transparency
Guiding to Higher Stability
Avoiding Hazardous Investments
Protecting Client’s Best Interest
CONTACT DICKMEYER BOYCE FINANCIAL MANAGMENT TODAY
We are here to help . Let’s get started today