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Dickmeyer Boyce Financial Management, Inc

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Client assets under management

$411,240,361

Clients

402

31% high-net worth

Advisors

4

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

101

High

Average account size

$1,022,986

About

Dickmeyer Boyce Financial Management is a fee-only financial planning and wealth management firm that serves individuals, families, trusts and estates, family businesses, charitable organizations, and employer retirement plans. Its advisory services include personal financial overviews, comprehensive financial planning, asset management, and retirement plan consulting.

The firm employs a risk-first investment approach implemented through strategic asset allocation and a mix of passive and active funds, dividend-producing equities and municipal bonds, with portfolios tailored to each client’s objectives and generally managed on a discretionary basis. Client relationships commonly begin with a Personal Financial Overview to define goals and inform portfolio construction, and clients receive periodic performance reporting and reviews.

Compared with many peers, Dickmeyer Boyce places explicit emphasis on participant education and outreach as part of its retirement plan work, producing enrollment materials, plan summaries, periodic newsletters and employee education that resemble seminars or workshops. The firm is fee-only (not commission-based), maintains a small team that includes CFP® designees, and conducts on-site fund and manager reviews as part of its oversight and educational activities.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning Income planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Personal Financial Overview fee typically $2,000

Percentage

$0 - $500,000: 1.00% per year $500,000 - $1,000,000: $5,000 plus 0.80% per year on amounts above $500,000 $1,000,000 - $2,000,000: $9,000 plus 0.60% per year on amounts above $1,000,000 $2,000,000 - $5,000,000: $15,000 plus 0.40% per year on amounts above $2,000,000 $5,000,000+: Negotiable fees

Project-based

$200 per hour

Other

Account minimum: $500,000 Fee-only: Fee-only financial planning and wealth management services

Main office location

Dickmeyer Boyce Financial Management, Inc

6506 Constitution Drive

Fort Wayne IN 46804-1550, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Illinois · Indiana · Michigan · New Hampshire · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Max D

Series 65

Fort Wayne, IN

Dickmeyer Boyce Financial Management, Inc

Max Dickmeyer is a financial advisor at Dickmeyer Boyce Financial Management, Inc. in Fort Wayne, IN, holding a Series 65 designation with five years of industry experience. He has been with Dickmeyer Boyce Financial Management since 2016. Outside of his advisory role, he is the sole owner of Remember U LLC, a computer software and photo creative business. Dickmeyer Boyce Financial Management, Inc. is a fee-only financial planning and wealth management firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm uses a strategic asset-allocation framework that combines passive and active investments with a focus on risk management and emphasizes employee and client education in its retirement-plan services.

General retirement planning Income planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ian B

CFP®

Fort Wayne, IN

Dickmeyer Boyce Financial Management, Inc

Ian Boyce is a CFP® professional with 23 years of experience in financial planning and wealth management. He has been with Dickmeyer Boyce Financial Management, Inc. since 2004. In addition to his advisory role, he serves as a director at Farmers & Merchants Bank, focusing on strategy, compliance, and operations. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach that prioritizes risk management and combines passive and active investment strategies, with an emphasis on client and employee education in its retirement-plan services.

General retirement planning Income planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

David D

Series 65

Fort Wayne, IN

Dickmeyer Boyce Financial Management, Inc

David Dickmeyer is a financial advisor at Dickmeyer Boyce Financial Management, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been with Dickmeyer-Boyce Financial Management since 2004, following his start at Dickmeyer Financial Management in 2002. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach focused on risk management, combining passive index/ETF exposure with selected active funds, dividend-producing equities, and municipal bonds, and emphasizes employee and client education in its retirement-plan services.

General retirement planning Income planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Andrew L

Series 65

Fort Wayne, IN

Dickmeyer Boyce Financial Management, Inc

Andrew Lanphear is a financial advisor at Dickmeyer Boyce Financial Management, Inc. with seven years of industry experience. He holds a Series 65 designation and has previously worked at SnapMobile, Inc. and Velodyne LiDAR. Dickmeyer Boyce Financial Management, Inc. is a fee-only firm serving individuals, families, trusts, estates, related entities, and employer retirement plans. The firm employs a strategic asset-allocation approach focused on risk management, combining passive index and ETF exposure with select active funds, dividend equities, and municipal bonds, and places a formal emphasis on employee and client education in its retirement-plan services.

General retirement planning Income planning General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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