Powell, OH Office

Messmer Capital Advisors LLC provides advisory services to individuals, high‑net‑worth clients, pensions, profit‑sharing plans, trusts, estates, and small businesses. Services include discretionary portfolio management, retirement plan (401(k)) investment advisory, and standalone financial planning and consulting, and the firm does not impose account minimums.

The firm’s investment process blends fundamental and technical analysis and favors generally long‑term, diversified allocations across ETFs, mutual funds, equities and fixed‑income, with the option to incorporate foreign exposure. Messmer monitors accounts on an ongoing basis, conducts formal reviews at least annually, and may tailor portfolios or utilize third‑party money managers and a selected sub‑advisor to implement client strategies.

Distinctive aspects disclosed in the brochure include an affiliation with an insurance agency and registered insurance agents on staff, with advisors eligible to receive insurance commissions when acting in that capacity. The firm also provides regular client communications — including quarterly investor letters — and supplies new clients with a full copy of its Form ADV brochure.