Michael G Griesmeyer, CFP®
President of Wealth Management Group
Contact Mike
Location: Dayton, OH
Phone: (937) 877-1280
Email: [email protected]
Philosophy
Michael (Mike) has been working in the financial services industry for over 3 decades. As a Certified Financial Planner™ and independent financial adviser, he provides unbiased advice to help individuals and businesses build their financial futures. He does this by following the 7 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.
Mike specializes in investment, retirement, tax, and estate planning, and he offers a broad variety of investment options and insurance plans. He also helps clients minimize their annual tax burden by analyzing their current tax and financial situation and then recommending an appropriate course of action, including capital gains 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, Mike 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.
Mike’s 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.
Experience
Mike 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, Mike 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.
Professional Qualifications & Experience
Mike received his CFP® certification in 1988 after earning a bachelor of science in business with a major in financial services from Wright State University.
Mike is licensed and does business with clients nationwide. He is currently securities licensed in 12 states. He holds Life, Accident & Health, and Variable insurance licenses plus these Security licenses:
- Series 7 (General Securities Representative)
- Series 24 (General Securities Principal)
- Series 63 (Uniform Securities Agent State Law)
Personal
Mike was born in Dayton, Ohio, and is married to Marcie J Griesmeyer. They have two children Lauren and Gavan. A former high school and college football player, Mike 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.
*As reported in Financial Planning Magazine, 1996-2014, based on total revenue.
