Life changes. So should your financial plan.

Real Advice. People. Results.

Advisors who listen first—so your plan reflects what matters most.

Your story, your goals, your future we’re all in.

Why Clients Choose Us

At Rosemeyer Management Group (RMG), we know that financial planning isn’t just about spreadsheets it’s about family, hard work, and preparing the next generation. Whether you’re building a legacy, supporting aging parents, or teaching your kids the value of saving, we’re here to guide you through it all. From family, farms to business owners to individuals entering retirement.

Our goal is to help align your financial strategies with what matters most to you.

Comprehensive Service. Tailored to You.

Investment Management

We work with you to understand your individual circumstances, goals, and risk tolerance before recommending any investment strategies. Our approach is designed to help you make informed decisions aligned with your objectives.

Retirement Planning

Retirement planning is the long-term process of managing your finances so you can pursue your goals and adapt to the financial challenges that may arise at each stage of life.

Tax Planning

Effective tax planning can help you keep more of what you earn. At Rosemeyer Management Group, we develop personalized strategies aimed at reducing tax liability and supporting your broader financial objectives.

Estate Planning

Planning for the transfer of assets is a key part of protecting your legacy and helping ensure that dependents have the resources they need. We help you explore strategies that align with your wishes and long-term plans.

Financial Blindspot Review

We help identify areas in your financial picture that may be overlooked or under-addressed, and work with you to address them as part of a comprehensive plan.

Google Rating 5.0

    
 
 
       Posted on Google  
   
   H&S Fencing & Supply 
 
 
 
 Trustindex verifies that the original source of the review is Google. Rosemeyer Management Group has been fantastic to work with in setting up our employee retirement program. Professional, knowledgeable, and great people—Zoe, Payton, Katie, and Brooklyn have all been above expectations.
  
 
      Posted on Google  
   
   Rhonda Ederer 
 
 
 
 Trustindex verifies that the original source of the review is Google. Payton and the staff at Rosemeyer Management Group have been outstanding to work with.  We were unhappy with our prior firm and made the move to Rosemeyer Management and we are so glad we did.  Payton explains everything in simple terms we can understand and is always responsive to any questions and concerns we may have.  We are so confident in their services that we drive over an hour to meet with Payton on a yearly basis!  We highly recommend Rosemeyer Management Group to anyone that asks!
  
 
      Posted on Google  
   
   Amy Nelson 
 
 
 
 Trustindex verifies that the original source of the review is Google. We highly recommend RMG for retirement financial planning. Payton and other staff members have done an excellent job of transferring our 401k's to IRA's, and then managing them and our other accounts to maximize tax efficiency and provide the retirement income we need. They address all the moving parts of our retirement finances, including Social Security, pensions, and health insurance, and provide detailed projections and updates. They are very approachable, attentive, and responsive.
  
 
      Posted on Google  
   
   Robyn Vuillermoz 
 
 
 
 Trustindex verifies that the original source of the review is Google. I have been working with Kaley at RMG for about 5 years and feel very confident that I'm on track to retirement.  Kaley meets with me annually (and in between if needed) to revise my plan.  I feel confident about my future and would highly recommend.
  
 
      Posted on Google  
   
   Sarah Kintzle 
 
 
 
 Trustindex verifies that the original source of the review is Google. We highly recommend Rosemeyer Management Group!  We switched a few years ago and wish we would have sooner.  Advisors and staff always go above and beyond to answer questions or assist with anything and everything we need!  RMG explains our investment info in laymen terms so we understand and are willing to answer any and all questions.  We feel that they truly have our best interests in mind!  We cannot recommend RMG enough!!
  
 
      Posted on Google  
   
   Nancy Zingsheim 
 
 
 
 Trustindex verifies that the original source of the review is Google. I met Payton when I attended a retirement/investment class that he was conducting.  His gentle demeanor and ability to explain difficult topics in a simple manner made financial planning easy to understand.  After discussing what I had learned with my husband, we decided to allow Payton to perform a detailed review of our portfolio. Our goal was to consolidate and simplify our holdings moving toward retirement and allow my husband to take a break from 12 years of daily portfolio management. Payton and Kaley presented our summary and offered several investment and tax saving options we had never considered. They are incredibly knowledgeable in their fields and always have our best interest in mind. It has been fun and beneficial to work side by side with Payton through our transition and we greatly appreciate everything that he and Kaley are doing to help our portfolio grow.
  
 
      Posted on Google  
   
   Gary Dura 
 
 
 
 Trustindex verifies that the original source of the review is Google. Rosemeyer Management Group has provided services to us for several years.

Of course, staff members are knowledgeable in financial planning, investment portfolio management, estate organization and tax planning.

More importantly is how the staff members do this. Everything is explained in terms that are understandable. They don’t talk down to customers or try to sway them in a certain direction. And, all questions are answered completely and professionally.

They work with the customers’ needs and attitudes toward money to put customers in the best financial position as possible. They respect the views of their customers. They will tell the good and the bad - for all parties involved in the process. That way, everyone knows how the plan could work out.

Finally, they are fiduciaries, so they legally have to do what is in the best interest of the clients.

All in all, they are good people to work with, as you always feel like you are the most important client.
  
 
      Posted on Google  
   
   Jeff Russell 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very professional, easy to work with while understanding my retirement needs and goals.  They are return driven while preserving my capital positions.  I can discuss my investment ideas and learn from their ideas and history of investing.  The local access is another plus for us as well.
  
 
      Posted on Google  
   
   Sherry Grutz 
 
 
 
 Trustindex verifies that the original source of the review is Google. More than a  decade ago, we had a small investment, looking for a place to park some funds and watch it grow.  After meeting with Andrew, he introduced us to steadily investing money, alongside with what we were already investing in our job's 401K plans. What started off as a small investment, turned into us steadily investing  monthly into Roth IRAs for my husband and I.  Every year we met with Andrew, he showed us how we could better project our income to invest more each year, guiding us to the maximum yearly investment.
Andrew has helped us with our whole financial well being.  He has explained everything from TOD house deeds, to helping my husband with pension plan decisions.
We have financial security with Rosemeyers Wealth Management team diligent investment guidance.  We are extremely happy with the Rosemeyer team and would not hesitate to recommend them to anyone.
Sherry G.
  
 
      Posted on Google  
   
   Troy Brick-Margelofsky 
 
 
 
 Trustindex verifies that the original source of the review is Google. Rosemeyer Management Group has been an outstanding partner in helping me navigate my financial journey. From the beginning, they focused on building a strong relationship, truly taking the time to understand my individual goals and concerns. Their team is not only highly knowledgeable but also approachable and responsive. I especially value the trust I’ve developed with them over time—it's clear they always have my best interests at heart. Their consistent communication and thoughtful advice have made a lasting impact. Thanks to Rosemeyer, I feel more confident and secure in my financial decisions.

The RMG Difference

You’ve worked hard—early mornings, late nights, and years of saving, planning, and showing up. You deserve a financial team committed to showing up for you with the same dedication.

We take your goals personally because we see our work as more than just numbers. It’s about people, trust, and providing guidance to help you make informed financial decisions with confidence.

Rooted in
Hard Work.

We’ve built our success the same way you have through discipline, grit, and determination. Your financial future is personal to us.

Personalized Plans, Not Templates.

No cookie-cutter advice. We listen first, then create a tailored plan aligned with your unique needs, values, and stage of life.

More Than Investments - A Full Financial Picture

We coordinate your investments, taxes, insurance, estate plan, and cash flow so every piece of your financial life works together.

People Who Know You

You won’t get a call center or generic response. You’ll get a dedicated team who knows your name, answers your call, and is here when it matters most.

See How We Can Help.

You’re more than a portfolio you’re family. Your goals become our mission.

Built on Trust. Backed by Numbers.

Families and individuals confidently preparing for and enjoying retirement.

$ 0 +

Assets under management and growing with care.

0 %

5 Year Average Client Retention Rate because relationships come first.

Your Life Is Unique Your Financial Plan Should Be Too

Personal Financial Management

We design and actively manage your investment portfolio based on your unique risk tolerance, goals, and life stage. From 401(k) rollovers to trusts, IRAs, and non-qualified accounts, we focus on building a long-term strategy designed to adapt as your needs evolve.

Cost-Conscious, Quality Solutions

We strive to provide professional financial advice with a focus on efficiency and transparent fees. Our goal is to deliver strategies designed with the same rigor as institutional portfolios — paired with a personalized approach — so a greater share of your assets can remain invested toward your long-term goals.

Education & Knowledge

Understanding your finances can build confidence. We take the time to explain each part of your plan — whether it’s retirement income, Medicare enrollment, or Social Security strategies — so you can make informed decisions with clarity instead of confusion.

Lasting Advisor Relationships

We believe in long-term relationships, not one-time transactions. You’ll work with a consistent team that knows your goals, your family, and your vision for the future, regularly reviewing and adjusting your plan as life changes. Changes in personal circumstances, tax laws, or market conditions may impact the effectiveness of any financial plan and require periodic updates to stay aligned with your objectives.

Real Advice, Real People

You’re not just an account number. When you call, you’ll speak with someone familiar with your situation and ready to help — whether it’s updating paperwork, identifying blind spots, or walking you through big decisions. Our guidance is based on the information provided by each client and is offered in accordance with applicable regulations and laws. Recommendations may change as your circumstances or relevant laws evolve.

Retirement on the Horizon? Let’s Plan it Together.

You’ve spent years saving for retirement — now it’s time to create a plan for how those savings can support your goals.

Whether you’re five years away or right at the doorstep, we help individuals and couples bring clarity and direction to their retirement planning. Most of our clients have between $750,000 to $1,000,000 in retirement savings and want to make informed decisions about what comes next.

How much do I need saved to retire?

How can I turn savings into reliable income?

When should I claim Social Security?

What should I know about taxes and Medicare?

You deserve more than guesswork. With a trusted partner, you can feel more prepared, supported, and confident about the road ahead.

If this sounds like you, let’s start the conversation.

Your Goals, Our Expertise Let’s Get Started

Retirement isn’t the end—it’s the beginning of your next chapter. Whether your priority is building a retirement income plan, reducing taxes, or leaving a legacy, we’re here to guide you every step of the way.

Real relationships, not just recommendations

We take the time to understand your life and values.

Guidance that grows with you

Your plan adapts as your goals and circumstances change.

Confidence to make decisions that last

Clear strategies, transparent communication, and long-term focus.

Investment strategies involve risk, including the potential loss of principal. Tax and estate planning considerations should be reviewed with qualified professionals. Past performance is not a guarantee of future results.

Frequently Asked Questions

Do you have a minimum account size?

Yes. Our typical minimum is $400,000 in investable assets, excluding real estate holdings or life insurance cash value. Exceptions may be made for relatives of existing clients, employer-sponsored plans (e.g., 401(k)s), or situations where we believe a long-term advisory relationship would be mutually beneficial.

Who is your typical client?

We serve individuals, families, and business owners who seek professional guidance to help them make informed financial decisions. Many of our clients are navigating life transitions—such as retirement, career changes, marriage, divorce, loss of a loved one, or selling a business. While many have a net worth between $1 million and $15 million, we also work with high-income earners building toward long-term goals.

Do you charge commissions?

No. We are a fee-only Registered Investment Advisor, compensated solely for the advice and services we provide. We do not earn commissions from investment product sales.

How much are your fees?

We charge an asset-based fee that scales with the amount of assets under our management. Our aim is to keep costs competitive and transparent—we disclose all fees in your personalized investment proposal and provide ongoing fee transparency throughout the relationship.

Still Have Questions? Let’s Talk.

Life changes. So should your financial plan.

Real Advice. People. Results.

Your story, your goals, your future we’re all in.

Why Clients Choose Us

Our goal is to help align your financial strategies with what matters most to you.