We are an independent, Fee-Only Financial Planning and Wealth Management firm serving the upper Midwest from our offices in Fort Wayne, Indiana and Milwaukee, Wisconsin. Dickmeyer Boyce Financial management serves our clients' following a fiduciary standard. We believe that everything we do, from a financial planning perspective, is all about our clients and not us. We develop holistic financial plans that serve small corporations and individuals from all walks of life. Our experience and background enables us to particularly work well with skilled medical, manufacturing and technology professionals, small business owners, retirees & soon-to-be retirees and those going through a challenging life transition (ie - divorce, loss of loved one).
Your financial advisor in Milwaukee will work with you to create tailored wealth management strategies. Find a financial advisor near you
We specialize in investment advice, student loan advice, and comprehensive financial plans.
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Prescient Financial Solutions helps pre-retirement individuals, business owners, corporate executives and those becoming affluent to manage the accumulation, distribution and succession of their wealth. With our attention to detail and uncanny knack of envisioning potential variables, we act as financial engineers who craft integrated plans and consistently fine-tune them for optimized results.
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