A complete list of active advisors currently associated with Dickmeyer Boyce Financial Management, Inc
Warmer can help you find a great advisor at Dickmeyer Boyce Financial Management, Inc or one who fits your needs even better.
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.
To learn more about the advisors currently working at Dickmeyer Boyce Financial Management, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Wayne, IN
| 23
| |
Fort Wayne, IN
| 23
| |
Fort Wayne, IN
| 5
| |
Fort Wayne, IN
| 7
|
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