About

Feldmeyer Financial Group is a fiduciary financial planning and investment management firm. We help individuals, families, and business owners build a clear financial plan and adjust it as life changes.

As fiduciaries, we put our clients' interests first. Our advisors hold the CFP® certification and work with clients across the country.

Who We Serve
We work with pre-retirees and retirees, business owners, women navigating financial transitions, and multi-generational families who want their investments, taxes, and estate plans working together.

Financial Planning
Our planning process looks at your full picture: income, savings, investments, taxes, insurance, and estate goals. We build a plan around where you are today and review it with you as your circumstances change.

Investment Management
We build and manage portfolios aligned with your goals, timeline, and comfort with risk, and we keep them connected to your broader financial plan.

Retirement Income Planning
Retirement means turning savings into a paycheck. We help you plan withdrawals across account types, coordinate Social Security and other income sources, and prepare for the years ahead.

Tax-Aware Planning
We look for ways to manage taxes over time, including planning around the years before required minimum distributions and Social Security begin.

Our Specializations

Small Business Advice and Exit Planning
For business owners, we connect your business plan to your personal financial plan. That can include a financial assessment of the business, risk management, tax strategies, compensation and retirement plans, and planning for a sale or succession.

Women's Financial Strategies
Pay gaps, time out of the workforce, and longer lifespans all shape what a financial plan needs to cover. We build strategies around your actual circumstances and adjust them across each life stage.

Legacy and Family Wealth Transfer Planning
We help families preserve what they have built and pass it on intentionally. We coordinate with your estate attorney and CPA on tax-efficient wealth transfer, gifting and charitable giving, multigenerational planning, and family business transition.

Getting Started
Every relationship begins with a conversation about your goals. To schedule a consultation, visit feldmeyerfinancialgroup.com.

Services are provided under the name Feldmeyer Financial Group, a dba of OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. All titles listed for individuals associated with Feldmeyer Financial Group, represent the individual's role with Feldmeyer Financial Group, and not their role with OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.