Feldmeyer Financial Group

A private wealth advisory practice of Ameriprise Financial Services, LLC

937.610.5570

Client Satisfaction 5.0 / 5 rating based on 46 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.

Our approach

What you can expect when you work with us

We believe success is measured not just by your financial well-being, but by how confident you feel about your future. Our clients are accomplished individuals, including professionals and business owners who have worked hard to create significant assets. If you are like them, you will want to secure the financial future you deserve.

The core of our business is 1:1 financial advice. We develop a personalized plan based on your goals and needs. We conduct regular reviews of your progress and investments. In addition to comprehensive financial planning, we specialize in:

· Divorce financial planning

· Small business planning

Whether you want financial planning for yourself and your family; are running a business, facing a divorce or settling an estate; the task of managing these situations can be overwhelming. Our advisors have over 70 years of experience.

Every client is important to us. Over time, we’ll work together to help you achieve what matters most. Let us help you gain the freedom to live financially confident and in control.

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

3 videos

Previous Video Next Video

Now Playing

Navigating fixed income markets: 4 themes for 2021

Navigating fixed income markets: 4 themes for 2021

Head of Fixed Income Brian Erickson discusses four themes that will shape fixed income investing in 2021, including modest return potential, inflation navigation, leadership of cyclical corporate sectors and a lag in municipal fundamentals. (3:03)

Now Playing

Videocast: Timely perspective for your financial goals and portfolio

Videocast: Timely perspective for your financial goals and portfolio

Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. (15:18)

Now Playing

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 comprehensive financial planning, divorce financial planning and small business planning. (2:23)

The Ameriprise difference

Ask us about tracking your goals online

Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

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.

view commentary

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)