Feldmeyer Financial Group

Feldmeyer Financial Group

Financial Planning and Investment Management in Dayton, OH

937-907-6501

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  • Home
  • About
    • Meet Our Team
    • Our Planning Approach
    • Clients We Serve
    • Philanthropy
  • Expertise
    • Our Specializations
    • Investment Management
    • Our Designations
  • Events
  • Resources
    • Advisor Insights
    • On-Demand Replay
  • Connect with Us
    • Locations
    • Request a Consultation
  • Client Login
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What is a Comprehensive Financial Plan?

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What is a Comprehensive Financial Plan?

What is a Comprehensive Financial Plan?

By Ben Feldmeyer, CFP®, CDFA®, CLTC®

Financial planning isn’t something you do one time; it’s a way of continually tracking your financial progress toward your goals. 

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Giving Strategically: Maximizing the Impact of Your Charitable Contributions

Giving Strategically: Maximizing the Impact of Your Charitable Contributions

By Ben Feldmeyer, CFP®, CDFA®, CLTC®

Charitable contributions can be a meaningful way to live out your values and support causes you care about. For high-net-worth individuals, they can also enhance your overall financial plan—making it important to give intentionally and strategically.

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Finding The Right Financial Advisor for You: A Guide for High-Net-Worth Women

Finding The Right Financial Advisor for You: A Guide for High-Net-Worth Women

By Alyssa Feldmeyer Miller, CFP®, CDFA®, CLTC®

Selecting a financial advisor is one of the most important decisions anyone will make in their financial journey, but it is especially critical for women of high net worth. You face unique challenges and opportunities others do not, and working with a knowledgeable and empathetic advisor can help you navigate complex financial scenarios with confidence and peace of mind. 

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Start the conversation about multi-generational planning

Start the conversation about multi-generational planning

By Ben Feldmeyer CFP®, CDFA®, CLTC®

We spend our lives building wealth to support ourselves during our retirement.  If we are successful with this task, we find ourselves living off our nest egg’s earnings, not taking away from the principal.  When this is the case, the question of how to pass the wealth on to the next generation, or generations, can become a topic that needs to be addressed.

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Strategies to help maximize a pension benefit

Strategies to help maximize a pension benefit

By Ben Feldmeyer CFP®, CDFA®, CLTC®

We spend our lives building wealth to support ourselves during our retirement. If we are successful with this task, we find ourselves living off our nest egg’s earnings, not taking away from the principal. When this is the case, the question of how to pass the wealth on to the next generation, or generations, can become a topic that needs to be addressed.

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Retirement Plans: The Great Tax Traps

Retirement Plans: The Great Tax Traps

By Derek Miller CFP®, CEPA®, AIF®, CDFA®, CLTC®

“Put money in the retirement plan—get started early in life so you’ll have a bigger account when you get older.” “Dollar cost average into the plan, so when markets go down, you’re buying cheaper.” “You don’t pay any tax now; you pay it later, when you’re in a lower tax bracket…”  —Wait, what? All this […]

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Family Business: the many challenges and the common solution

Family Business: the many challenges and the common solution

By Ben Feldmeyer CFP®, CDFA®, CLTC®

According to ChamberOfCommerce.org, 99.9 percent of businesses in the United States are “small businesses.” But they define small business as 500 employees or less. That’s a pretty big number to be “small.” When I think of small business, I think of “family-owned business”—the kind where a family works together. And when a family works together, […]

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What is divorce financial planning?

What is divorce financial planning?

By Alyssa Feldmeyer Miller CFP®, CDFA®, CLTC®

Divorce can be one of the most stressful life events you will ever experience. You shouldn’t have to make decisions that will affect the rest of your life without the help of a divorce financial professional.   We specialize in helping people facing divorce make financial decisions with confidence.

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Starting a Business: Important considerations for the new entrepreneur

Starting a Business: Important considerations for the new entrepreneur

By Derek Miller CFP®, CEPA®, AIF®, CDFA®, CLTC®

Last week I spoke with a client who was excited to tell me he had left his job and started his own consulting company. I was happy for him, and as his advisor, was curious to learn more about it. Learn more about our conversation.

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Post-Divorce Financial Checklist

Post-Divorce Financial Checklist

By Alyssa Feldmeyer Miller CFP®, CDFA®, CLTC®

Once all the paperwork has been filed and approved by the court, you are officially moving on to your post-divorce life. Before too much time passes, be sure to address these steps to get you started on the right path.

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Feldmeyer Financial Group

Our Dayton Location

6500 Centerville Business Pkwy
Dayton, OH 45459

Call: 937-907-6501
Fax: 937-907-6511

Office Hours

Monday-Friday, 9:00 AM to 5:00 PM

Our Findlay Location

116 W. Front Street
Findlay, OH 45840

Call: 937-907-6501
Fax: 937-907-6511

Office Hours

By Appointment Only

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© Feldmeyer Financial Group

Form CRS | Disclosures
Services are provided under the name Feldmeyer Financial Group, a dba of OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Feldmeyer Financial Group, represent the individual's role with Feldmeyer Financial Group, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.