Feldmeyer Financial Group: An Ameriprise private wealth advisory practice serving the Dayton, OH area.

Feldmeyer Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 53 reviews

  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch.

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Prepare for all market conditions

Deciding the right next move in changing markets can be a challenge. But the right financial advice can help you best position your portfolio to take advantage of opportunities and mitigate loss. We are committed to understanding your goals and are here to provide personal financial advice based on your individual needs.

My team focuses on:

· 1:1 Personalized financial planning

· Small business planning

· Women’s Financial Strategies

· Divorce Financial Planning (for more information visit our company website AlternativeDivorceSolutions.com)

When market conditions change, you can remain confident that the portfolio and plan we built together was designed to factor in market ups and downs. Contact us for a complimentary initial consultation to discuss your financial goals.

Request a consultation at our Dayton or Findlay, OH locations.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial does not offer tax or legal advice. Consult your tax advisor or attorney.

Investment advisory services and products are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Events

Webinar: Guide to the Markets Q3, 2022

This virtual presentation will focus on these areas:

  • Today's economic landscape
  • U.S. Markets
  • Global Outlook

Orlando's Outlook: Volatility Rains in 2022

During this session we’ll discuss the headwinds leading to increased market volatility including:

· Soaring inflation

· Uncertainty around monetary policy

· Mid-term election cycles and geopolitical risks

· COVID-19

View all events

Multigenerational approach

Leaving a legacy is within reach through our holistic approach to multigenerational financial planning. We collaborate with you and your family to offer strategies to help build and sustain wealth and ensure a healthy financial situation that can last for generations to come.
From the beginning, we establish what your family values; values that are not just from a financial or business success standpoint, but also the ways in which you desire to contribute to your communities – through charitable contributions or otherwise. These values become essential to creating a comprehensive family wealth financial plan. Collaboration is key, so we thoughtfully bring everyone to the table to make sure all goals and objectives of the family can be met.
Proactively taking the steps now to create a family wealth financial plan can allow you to become an active steward of your wealth while enjoying life now and in the future. We begin this process by setting a family meeting to review your beneficiaries, update or create needed legacy documents, and, of course, address questions or concerns you may have. If you think it would be helpful to have a comprehensive family wealth conversation or for us to meet with other members of your family, we are here to help.
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Our videos

6 videos
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Will inflation become stagflation?
Will inflation become stagflation?

Inflation has been a significant issue for investors and consumers alike this year. Watch as Ameriprise Chief Economist, Russell Price discusses the outlook for inflation, stagflation and the financial markets. (3:28)

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Introduction to Feldmeyer Financial Group
Introduction to Feldmeyer Financial Group

We believe you have the right to feel confident in your financial decisions. Our practice focuses on personalized financial planning, small business planning, women’s financial strategies and divorce financial planning.

(2:36)

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Yields rise – there’s a silver lining in there
Yields rise – there’s a silver lining in there

Higher fixed-income yields may result in more attractive terms, especially for income investors. Ameriprise Fixed Income Strategist Brian Erickson explains why. (3:01)

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What is Divorce Financial Planning?
What is Divorce Financial Planning?

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

(2:12)

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Derek specializes in Small Business Planning
Derek specializes in Small Business Planning

Owning your own business can be a dream come true, but it can also create unique personal financial considerations. You need an integrated financial plan that delivers on both your business and personal goals.

(1:52)

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Inflation and bear market considerations for investors
Inflation and bear market considerations for investors

The arrival of a bear market has raised concerns for investors. Hear from Ameriprise Financial experts as they discuss the impact of inflation and rising rates, opportunities for investors and goal-specific investing strategies. (14:45)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
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Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)