I help a select group of affluent and institutional clients grow and preserve wealth. I believe risk management is often the path less taken but the steady course leading towards successful long-term financial outcomes. This goals-based investing approach is accomplished through combining comprehensive wealth management with proprietary state of the art analysis. As a private portfolio manager, I create customized portfolio strategies tailored to the individualized needs of my client. Implementing a goals-based approach to financial planning, Kingsview Fort Wayne has the expertise and experience to solve even the most complex endeavors of wealth management. Lead by Buff Dormeier Kingsview Wealth Management's Chief Technical Analyst and Portfolio Manager, Buff has been recognized as a Best in State Wealth Advisor by Forbes Magazine*. Fort Wayne's Kingsview team provides comprehensive wealth management services and state of the art portfolio management to affluent and institutional clientele. Their mission is to guide clients in building and protecting wealth, providing an income plan for life and a legacy for beyond. Dormeier Wealth Management's minimum relationship for potential new clients begins at $500,000 and including extensive interviews. RFPs welcomed. https://www.kingsview.com/office/fort-wayne-office/

About Kingsview Partners

Kingsview Partners is an independent fiduciary advisory firm catering to a discerning investor who understands the value of a comprehensive financial solution. Our innovative, curated approach to investing features a team of experts working in lockstep and combining personalized attention to detail with a broad-ranging menu of services and cutting-edge technology. It goes without saying that an investor's specific needs should always be their advisor's foremost concern. However, the problem with some Wealth Management is that registration, regulation, compensation and affiliation determine what clients are sold. As an independent fiduciary advisor, Kingsview Wealth Managers adhere to the fiduciary oath, which places the client's interests above all else. Our transparent, no-nonsense approach ensures investors are treated like peers, not pawns.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Tom grew up just a few miles outside of Harlan, Indiana. He attended Woodlan High School and graduated in 2001. After high school, Tom then attended Indiana University in Fort Wayne. In 2006, Tom received a double bachelors degree in Accounting and Finance, and a minor in Mathematics. After graduation, Tom began his career as a financial advisor. On a personal level, Tom met his beautiful wife while in school, during the spring of 2006. They were married in the summer of 2008, and now reside in Fort Wayne, where they also attend Calvary Baptist Church. Tom and Megan have 2 daughters. In his rare free time, Tom enjoys growing giant pumpkins and spending time with his family. Tom's pumpkin achievements culminated in 2002 with a 1097.5 pound pumpkin which at the time was the all-time 11th heaviest officially weight pumpkin in the world. If you would like to know anything else about Tom, ask. He is not shy!

About Beachy Wealth Management

Beachy Wealth Management LLC is a full service financial planning firm that believes in diversification as the focus of building a portfolio. Tom is an independent CERTIFIED FINANCIAL PLANNER^™ Certificant, thus is not limited to any company's products. He believes in educating his clients on what their strategy is, how they accomplish it. Tom has the heart of a teacher, and believes that an educated client is more likely to work with him than another advisor. Adviser not licensed in all States. Advisory services are provided through Creative Financial Designs, Inc. a Registered Investment Advisor and Securities are offered through CFD Investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC. Beachy Wealth Management, LLC is not affiliated with the CFD companies. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, and CERTIFIED FINANCIAL PLANNER^™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.