Dickmeyer Boyce Financial Management, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$411,240,361
Clients
402
Advisors
4
of 8 employees
About
Dickmeyer Boyce Financial Management is a fee-only financial planning and wealth management firm that serves individuals, families, trusts and estates, family businesses, charitable organizations, and employer retirement plans. Its advisory services include personal financial overviews, comprehensive financial planning, asset management, and retirement plan consulting.
The firm employs a risk-first investment approach implemented through strategic asset allocation and a mix of passive and active funds, dividend-producing equities and municipal bonds, with portfolios tailored to each client’s objectives and generally managed on a discretionary basis. Client relationships commonly begin with a Personal Financial Overview to define goals and inform portfolio construction, and clients receive periodic performance reporting and reviews.
Compared with many peers, Dickmeyer Boyce places explicit emphasis on participant education and outreach as part of its retirement plan work, producing enrollment materials, plan summaries, periodic newsletters and employee education that resemble seminars or workshops. The firm is fee-only (not commission-based), maintains a small team that includes CFP® designees, and conducts on-site fund and manager reviews as part of its oversight and educational activities.
Client services
Expertise
Occupation focus
Fee options
Personal Financial Overview fee typically $2,000
$0 - $500,000: 1.00% per year $500,000 - $1,000,000: $5,000 plus 0.80% per year on amounts above $500,000 $1,000,000 - $2,000,000: $9,000 plus 0.60% per year on amounts above $1,000,000 $2,000,000 - $5,000,000: $15,000 plus 0.40% per year on amounts above $2,000,000 $5,000,000+: Negotiable fees
$200 per hour
Account minimum: $500,000 Fee-only: Fee-only financial planning and wealth management services
Main office
6506 Constitution Drive
Fort Wayne IN 46845
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Illinois · Indiana · Michigan · New Hampshire · Texas · Wisconsin
Also doing business as
Dickmeyer Boyce Financial Management · Dickmeyer Boyce Financial Management, Inc · Dickmeyer Boyce Financial Managment, Inc. · Dickmeyer Financial Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Max D
Series 65
Fort Wayne, IN
Dickmeyer Boyce Financial Management, Inc
Max Dickmeyer is a financial advisor at Dickmeyer Boyce Financial Management, Inc. in Fort Wayne, IN, with six years of industry experience. He holds a Series 65 designation and has been with Dickmeyer Boyce since 2016. Outside of his advisory role, he is the sole owner of Remember U LLC, a computer software and photo creative business. Dickmeyer Boyce Financial Management is a fee-only financial planning and wealth management firm serving individuals, families, trusts, estates, family businesses, charitable organizations, and employer retirement plans. The firm uses a risk-first investment approach with customized portfolios that combine passive and active funds, dividend-producing equities, and municipal bonds, and places particular emphasis on participant education and outreach in its retirement plan services.
Ian B
CFP®
Fort Wayne, IN
Dickmeyer Boyce Financial Management, Inc
Ian Boyce is a CFP® professional with 23 years of experience in financial planning and wealth management. He has been with Dickmeyer Boyce Financial Management, Inc. since 2004. In addition to his advisory role, he serves as a director at Farmers & Merchants Bank, focusing on strategy, compliance, and operations. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach that prioritizes risk management and combines passive and active investment strategies, with an emphasis on client and employee education in its retirement-plan services.
David D
Series 65
Fort Wayne, IN
Dickmeyer Boyce Financial Management, Inc
David Dickmeyer is a financial advisor at Dickmeyer Boyce Financial Management, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Dickmeyer-Boyce Financial Management since 2004, following his start at Dickmeyer Financial Management in 2002. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach focused on risk management, combining passive index/ETF exposure with selected active funds, dividend-producing equities, and municipal bonds, and emphasizes employee and client education in its retirement-plan services.
Andrew L
Series 65
Fort Wayne, IN
Dickmeyer Boyce Financial Management, Inc
Andrew Lanphear is a financial advisor at Dickmeyer Boyce Financial Management, Inc. with eight years of industry experience. He holds a Series 65 designation and has prior work experience at SnapMobile, Inc. and Velodyne LiDAR. Dickmeyer Boyce Financial Management is a fee-only firm providing financial planning and wealth management services to individuals, families, trusts, family businesses, charitable organizations, and employer retirement plans. The firm uses a risk-first investment approach with tailored portfolios and emphasizes participant education and outreach in its retirement plan services.
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