Drew Lanphear
CFP®, RICP®
Dickmeyer Boyce Financial Management
Wealth Advisor
Drew Lanphear
CFP®, RICP®
Dickmeyer Boyce Financial Management
Wealth Advisor
Clients appreciate our willingness to make recommendations that may not be immediately favorable to our firm, but are in the best interest of the client for the long run. - Drew Lanphear, CFP®, RICP®
Fee-Only financial planner located in Milwaukee, WI, serving clients locally and across the country
Drew Lanphear is a Milwaukee, WI fee-only financial planner. Dickmeyer Boyce Financial Mgmt., Inc. provides comprehensive and objective financial planning, wealth management, and retirement planning to help individuals, families and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Drew Lanphear is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
View My Videos! Drew Lanphear discusses retirement planning, investing, and all things financial planning
Drew Lanphear graduated from the University of Wisconsin-Madison with a degree in Mechanical Engineering in 1999 and received an M.B.A. from Cardinal Stritch University in 2011. He spent 20 years as a sales engineer and sales director, providing industrial automation solutions to industries such as automotive, consumer electronics, food, and healthcare. Prior to joining Dickmeyer Boyce, Drew was the North American Sales Director at a leading sensor manufacturer for enabling driverless vehicles. Throughout his career in sales, Drew spent significant time studying investments, investment strategy, and wealth management, while also, managing his own portfolio of investments. In 2016 he decided to formally pursue a career in financial management and enrolled in Northwestern University’s certified financial planning program. Upon successively completing his education requirements, Drew passed his CFP ® board exam in March 2018 and now dedicates all his professional time to helping clients manage their wealth.
Outside of work Drew enjoys staying active and volunteering his time to causes like Breakthrough Ministries of Chicago.
Drew Lanphear is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Dickmeyer Boyce Financial Management, Inc. is an independent, Fee-Only Financial Planning and Wealth Management firm based in Fort Wayne, Indiana serving individuals, families and business owners in the upper Midwest and beyond. As financial advisors, we see our role as designing a logical process for addressing the financial parts of your life, so that your resulting plan yields results that keep you on schedule. We do this in a way that consolidates all aspects of your financial life, so that you can understand how your unique plan is working for you. We see this as a framework as necessary to create possibility and opportunity, so that you can go about living life instead of worrying about whether or not you are on the right path to success!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Debt Management
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Manufacturing & Tech Industry Professionals
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Personal Financial Overview
Professional Designations & Affiliations
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Drew Lanphear is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Drew Lanphear is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Drew Lanphear is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
Contact Drew Lanphear
Office Locations:
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11220 W. Burleigh Street
Milwaukee, WI 53222
