financial planning Milwaukee WI

Our financial planning Milwaukee WI team is dedicated to coaching clients in a humanistic view of wealth management. We work with families and individuals and our goal is much more than about simply investing. 

At DickmeyerBoyce, our comprehensive wealth management plans provide you with guidance on financial decisions.

Start Planning Your Life with Our Financial Planning, Milwaukee Wi Team

We create a customized plan for where you are now and where you want to go so you can work towards a goal of exceptional security and financial freedom.

Expertise: Our financial planning firm in Milwaukee, WI consists of financial experts who are well-trained and experienced in financial planning. They have a deep understanding of the different financial products and services available and can help you create a comprehensive financial plan that is tailored to your specific needs.

Time-Saving: Financial planning can be a complex and time-consuming process. When you work with our financial planning firm in Milwaukee, WI, you can save time and focus on other important things in your life while the firm takes care of the financial planning process.

Access to a Wide Range of Financial Products and Services: Our Financial planning firm in Milwaukee, WI has access to a broad range of financial products and services, which can help you make informed decisions about your financial future. We can provide you with a range of options to choose from, including investment vehicles, insurance products, and retirement plans.

As a Fee Only Financial Planning Milwaukee, WI Advisors, 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.

Serving You

Financial planning firms, such as our financial planning firm in Milwaukee WI, can help you create a plan that is tailored to your specific goals, whether it is saving for retirement, building wealth, or paying for your children’s education. 

We can help you create a plan that is both realistic and achievable, so you can feel confident about your financial future.

Financial planning, Milwaukee WI Team

YOur Team

David A. Dickmeyer, M.B.A
Wealth Advisor | Principal Owner
Sara A. Stanski
Sara A. Stanski, FPQP®
Operations Director | Senior Paraplanner
Ian D. Boyce
Ian D. Boyce, CFP®
Certified Financial Planner™ | Principal Owner
Glenda Ludlow
Glenda Ludlow
Client Service Specialist
Max D. Dickmeyer
Max D. Dickmeyer
Investment Advisor Representative
Megan N. Relue
Megan N. Relue
Staff Financial Advisor | Client Service Associate
Drew D. Lanphear
Drew D. Lanphear, CFP®, RICP®
Certified Financial Planner™
Dennis J. Bragg
Dennis J. Bragg
Research Analyst

Contact us today


2505 N Mayfair Road Suite 215
Milwaukee, WI 53226