Alyssa Feldmeyer Miller, CFP®, CDFA®, CLTC®
Fiduciary guidance to empower your family and your business for generations
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Serving Clients Nationwide
Fiduciary guidance to empower your family and your business for generations
Areas of Focus
- Divorce Financial Planning
- Estate Planning
- Financial Planning
- High Net Worth
- Insurance
- Investment Management
- Long-Term Care
- Multi-Generational Wealth
- Retirement Income Planning
- Retirement Planning
- Roth Conversion Strategies
- Taxes
- Women & Wealth
About Alyssa Feldmeyer Miller, CFP®, CDFA®, CLTC®
Hi, I'm Alyssa Feldmeyer Miller. As a Private Wealth Advisor for Feldmeyer Financial Group, my goal is to empower my clients, so they feel confident about their finances. I work 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. I want 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.I am a working mother and realize that time is a precious commodity. I want to help clients spend time doing the things they love, with the people they love most, and feel financially confident.
I work with individuals and families, but have advanced knowledge of women’s financial strategies because women face different financial struggles. As a working mother, I understand that the woman may be the primary breadwinner, taking care of children and/or aging parents all while running the household. I provide financial advice that helps women balance financial needs and wants. At the end of the day, my hope is to remove the burden of financial worry from my clients and give them peace of mind, knowing that someone they trust is looking out for them.
I also co-founded a consulting company with my dad called Alternative Divorce Solutions that provides support, education, and financial strategy for individuals going through divorce. Throughout my career, I have developed extensive knowledge in this field, and have been recognized by my peers as a subject matter expert. I am currently a national board member of the Institute for Divorce Financial Analysts (IDFA®) and have presented continuing education programs for The Ohio Bar Association.
I grew up in Dayton, OH. I started working for my dad in high school answering phones. I had a successful career in software sales after college before deciding to come back and join my dad in the financial advice industry. I love working with family and feel quite lucky to carry on the legacy of helping clients achieve financial success.
My husband and I have three young girls and they love spending time together near the water, whether they’re swimming, hanging out on the family boat, or spending time at my parents’ lake house. In the Fall we are avid sports fans and love following Ohio State Football and the Cincinnati Bengals.
Professional Designations
- Certification in Long-Term Care (CLTC)
- Certified Divorce Financial Analyst (CDFA)
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- Institute for Divorce Financial Analysts
Primary Location
6500 Centerville Business Parkway, Dayton, OH 45459
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the Book Intro Call button above to schedule a complimentary introductory meeting. During our first conversation, we will take the time to get to know you, your goals, your concerns, and what financial success looks like for you. There is no pressure and no commitment; it is simply an opportunity for us to explore whether we are a good fit for working together. We look forward to speaking with you.Offers Investment Management
Yes
About Feldmeyer Financial Group
Feldmeyer Financial Group is a financial planning and investment management firm based in Dayton, Ohio, serving individuals, families, and businesses with personalized advice and fiduciary guidance.We believe success is measured not just by your financial well-being, but by how confident you feel about your future. We take a highly educational approach to financial planning and investment management and we deliver the unbiased, thoughtful investment advice you expect. With more than 30 years of experience, we're skilled at simplifying the complex, and we give you clarity about your financial situation and options so you feel confident, connected, and in control of your financial life.
We serve a select number of clients, allowing us to build healthy, productive relationships with each person and family. Our goal is to be a lifelong financial partner and confidant. We are hands-on, consultative advisors, and we also coordinate with your attorney, CPA, and other financial professionals to ensure every piece of your plan comes together efficiently and cohesively. When you partner with us, you become part of the Feldmeyer family.
Education
The Ohio State University, BS, Business Administration | The Ohio State University, BA, Spanish Language
Hobbies and Interests
- Boating
- Family
- Sports
- Swimming
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
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FAQs
FAQ Disclosures
Services are provided under the name Feldmeyer Financial Group, a dba of OneSeven. OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC).
