Founded in November of 2002, Dave Dickmeyer introduced his value oriented investment strategy to clients who were looking for an alternative to commission based relationships. Ian Boyce, a Certified Financial Planner™ practitioner, joined the firm as a full partner in February of 2004. Ian established our Comprehensive Financial Planning Services. Collectively, we have over 30 years of financial planning and wealth management experience.
DBFM has no desire to be the biggest firm in town. Instead, we focus on providing our clients with excellent service and peace of mind. Our clients become like family, not just another portfolio that will get passed along to the next advisor. Clients receive regular communication and face to face meetings so that we may LISTEN and plan. Through close association with our clients, we come to know each other warmly – celebrating and mourning life’s key moments.