Michael G Griesmeyer, CFP®

President, Wealth Management Group, Inc.
Registered Principal, LPL Financial


Mike's Picture

Michael has been working in the financial services industry since 1986. As an independent financial adviser, he provides unbiased advice to help individuals and businesses build their financial futures. He does this by following the six step financial planning process. Using this process he assesses where his clients are financially, determines their risk tolerance, and identifies their goals and objectives. He then uses this information to create a personalized financial plan or strategy. As clients’ needs change or evolve, he makes appropriate adjustments to strategies and portfolios so clients can create, manage, and preserve their wealth.

Michael specializes in estate, retirement, tax, and income planning, he offers a broad variety of investment options and insurance plans. He also helps clients minimize their annual tax burden by analyzing their financial situation and then recommending an appropriate course of action, including capital gains and tax loss harvesting. His goal: to provide the investment and tax planning advice clients need to improve their lifestyles while pursuing financial confidence and future retirement income needs. For clients ready to retire, Michael recommends investments and strategies that provide lifetime income, wealth preservation, and inflation protection providing the confidence that comes from knowing you have a sound plan in place.

Michael currently services approximately 125 families and small businesses. This requires the oversight of nearly 700 accounts. His average client has between $250,000 and $500,000 to invest. Although he works with a number of high net worth families and professionals, many of his clients are working couples who have saved less than $500,000. He works primarily on a fee basis for services rendered.

Background
Michael was born in Dayton, Ohio, on September 13, 1954. Michael and his wife, Marcie J Griesmeyer was married on November 20, 1982. They have two children Lauren and Gavan. A former high school and college football player, Michael loves college sports, especially OSU football. His hobbies include cooking, gardening, and indoor cycling. He and his family enjoy travel, adventure, and meeting new people. He has been a member, past president, and 3x Paul Harris fellow of the Tipp City Rotary Club.

Experience
Michael began his career in 1986 as a registered representative of Investment Management and Research, Inc. In 1988, he moved to a small financial planning and investment firm called Brazie Financial. In 1991, Michael and two partners, David A. Smith and Forest W. Moses, established Smith, Griesmeyer & Moses LLC (SGMLLC). Over the years SGMLLC grew into one of the Miami Valley’s largest financial planning firms, as ranked by the Dayton Business Journal. Today, Michael is President and founder of Wealth Management Group, Inc. a state Registered Investment Advisory firm (RIA) specializing in helping individuals, families, and small businesses create, manage, and preserve wealth.

Credentials
Michael received his CFP® certification in 1988 after earning a bachelor of science in business with a major in financial services from Wright State University. Michael is a registered principal and a branch manager of LPL Financial, the nation’s largest independent Broker-Dealer* network with nearly 12,000 reps nationwide. Michael is also a past member and president of the Dayton Chapter of the International Association of Financial Planners (IAFP), now known as the Financial Planning Association (FPA).

Michael is licensed and does business with clients nationwide. He is currently licensed in 18 states. He holds Life, Accident & Health, and Variable insurance licenses plus these Security licenses held with LPL Financial:

  • Series 7 (General Securities Representative)
  • Series 24 (General Securities Principal)
  • Series 63 (Uniform Securities Agent State Law)

Michael G. Griesmeyer is a registered representative with and offers securities through LPL Financial. Member FINRA/SIPC.

Contact Mike

Phone: (937) 877-1280
Email: Michael.Griesmeyer@lpl.com

*As reported in Financial Planning Magazine, 1996-2014, based on total revenue.