How we work

Focused on Specialized Advice

We specialize in helping people just like you design a custom financial plan that will set you on the path to a brighter financial future. Whether you want financial planning for yourself or your family, you are facing a divorce, running a business or settling an estate, the task of managing these situations by yourself can be overwhelming. We can help empower you to make confident financial decisions.

All our advisors do comprehensive financial planning which entails 1:1 financial advice based on clients goals and needs. In addition, most of our advisors have their own area of specialty.

• Ben Feldmeyer specializes in divorce financial planning, click here to learn more.

• J. Brandon Creech specializes in estate settlements, click here to learn more.

• Derek Miller specializes in small business planning, click here to learn more.

Call us at 937-610-5570 to set up a complementary initial consultation.

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

Areas of focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management

Community participation

Clients and staff volunteered in November at the food bank to support our community.

Member of Dayton Chamber of Commerce

Sponsor, donate and volunteer for Crayons to Classrooms -

Volunteer for The Foodbank of Dayton -

Sponsor of American Heart Association

We support local schools and various sports teams in our community.

Our videos

12 videos

Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals