Life isn’t about money. It’s about people.
We believe success is measured not just by your financial well-being, but by how confident you feel about your future. We take a highly educational approach to financial planning and investment management and we deliver the unbiased, thoughtful investment advice you expect. We deliver personalized financial advice and fiduciary guidance to help you achieve the financial future you desire. With more than 30 years of experience, we’re skilled at simplifying the complex, and we give you clarity about your financial situation and options so you feel confident, connected, and in control of your financial life. We’re here to empower you and your family, and we do that by getting to know you. When you partner with us, you become part of the Feldmeyer family, and we are by your side to help achieve your dreams.
We believe building deep relationships with clients is essential to achieving holistic financial health. We work together to create your personalized plan by learning what motivates you today and inspires your tomorrow. Is it time freedom, family, travel, wealth building, health, life balance? We deliver implementable financial advice for your life today and your dreams tomorrow.
We are hands-on, consultative advisors, whether we’re drawing a plan for your big-picture dreams or helping you address a complicated financial issue. Throughout our partnership, our goal is to help you better understand your situation, risks, and opportunities, so you feel confident navigating critical financial decisions.
We leverage the diverse skill sets and expertise of our team to ensure you receive well-rounded, thoughtful advice. We also coordinate with your attorney, CPA, and other financial professionals to ensure every piece of your plan comes together efficiently and cohesively.
We serve a select number of clients, allowing us to build healthy, productive relationships with each person and family. Our goal is to be a lifelong financial partner and confidant, and we do that by communicating regularly, addressing your concerns in a timely manner, and providing actionable, timely information.
We are honored to share that our team was included on the 2023 Forbes Best-in-State Wealth Management Teams list. This list recognizes advisory teams who excel at helping clients achieve their long-term financial goals–and we’re proud to say that is our number one priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.