Feldmeyer Financial Group - Dayton Office

Bios

• 

  BEN FELDMEYER

  PRIVATE WEALTH ADVISOR, CERTIFIED FINANCIAL PLANNER™ PRACTITIONER, CEO

  CFP®, CDFA®, CLTC® Ben has been in the financial services business since 1994 and founded Feldmeyer Financial Group. Ben is a hands-on teacher and a guiding visionary for the practice. Whether he’s mentoring a member of the team or guiding clients, his goal is to help people feel confident about their financial decisions. Much of his time is spent writing presentations, doing research, and communicating with clients, helping them better understand the bigger picture of their financial world. He has an uncanny ability to simplify even the most complex concepts, and he loves helping people move from a place of uncertainty to one of clarity and peace of mind. He does this through creating a personalized financial plan based on clients’ short- and long-term goals and dreams.

  Education:

  Certifications:

  Services:

  Link: BEN FELDMEYER

• 

  ALYSSA FELDMEYER MILLER

  PRIVATE WEALTH ADVISOR, CERTIFIED FINANCIAL PLANNER™ PRACTITIONER

  CFP®, CDFA®, CLTC® Alyssa’s goal is to empower her clients, so they feel confident about their finances. She works with them to uncover details, gain a clear understanding of what they want to accomplish, and identify what they need to do to move forward. She wants her clients to feel comfortable making decisions about their money. By offering strategic direction, they never have to wonder if they’re on the right track or what to do next. Allowing them the freedom to focus on what matters most. Alyssa is a working mother and realizes that time is a precious commodity. She wants to help clients spend time doing the things they love, with the people they love most, and feel financially confident.

  Education:

  Certifications:

  Services:

  Link: ALYSSA FELDMEYER MILLER

• 

  DEREK MILLER

  PRIVATE WEALTH ADVISOR, CERTIFIED FINANCIAL PLANNER™ PRACTITIONER

  CFP®, CEPA®, AIF®, CDFA®, CLTC® Derek helps people take complex financial situations and turn them into clear, practical steps to success. He helps clients build a strong financial foundation and prioritizes their goals so they can focus on the most important objectives first. By taking a step-by-step approach, he ensures nothing falls through the cracks and his clients feel confident—rather than overwhelmed—about their financial future. Many of the people Derek works with are accomplished individuals, including professionals and business owners who have worked hard to create significant assets. He gets to know them personally, helps them see the bigger picture behind their wealth, and shows them a clear path toward their goals. His clients count on him to be their financial guide, and he’s the first person they call when they have questions or need advice. He’s there to help them identify their blind spots and he makes sure they have the right resources so they can secure the financial future they have worked hard for.

  Certifications:

  Services:

  Link: DEREK MILLER