Feldmeyer Financial Group - Dayton Office

Feldmeyer Financial Group - Dayton Office is a finance institution located at 6500 Centerville Business Parkway in Dayton, Ohio, United States. Specializing in financial planning and investment management, our team provides fiduciary guidance to empower your family and business for generations to come. With over 30 years of experience, we take an educational approach to financial planning and deliver unbiased, thoughtful investment advice to help you achieve the financial future you desire.

We believe in building deep relationships with our clients to achieve holistic financial health. By getting to know what motivates you today and inspires you tomorrow, we create personalized plans that address your current needs and future dreams. As hands-on, consultative advisors, we work closely with you to provide implementable financial advice and help you navigate critical financial decisions with confidence.

Our team leverages diverse skill sets and expertise 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. Serving a select number of clients allows us to build healthy, productive relationships with each person and family, with the goal of being a lifelong financial partner and confidant.

We are honored to have been included on the 2023 Forbes Best-in-State Wealth Management Teams list, recognizing our commitment to helping clients achieve their long-term financial goals. As a registered investment adviser with the U.S. Securities and Exchange Commission, we prioritize communication, timely responses to concerns, and providing actionable, timely information to our clients. Join the Feldmeyer family and let us help you achieve your dreams.