Financial Advisors in South Bend, Indiana (St Joseph County)

Joseph Harowski, CFP
Smart Choice Financial Planning is a fee-only planning firm and a proud member of the Garrett Planning Network as well as NAPFA. We work with clients from all walks of life to help with relevant planning issues and we build and monitor low cost portfolios on an hourly or annual fixed fee basis. We do not sell products or accept commissions and we do not charge a percentage of assets.... See More

Damian Dunn, CFP

Ian Boyce, BA, CFP
Founded in November of 2002, Dave Dickmeyer introduced his value oriented investment strategy to clients who were looking for an alternative to commission based relationships. Ian Boyce, a Certified Financial Planner™ practitioner, joined the firm as a full partner in February of 2004. Ian established our Comprehensive Financial Planning Services. Jeff Presley merged his Fee-Only practice with DBFM May 1, 2012. Jeff brings over 20 years of financial planning and wealth management experience. Jeff is a partner and also serves as the Chief Compliance Officer. Collectively, we have over 50 years of financial planning and wealth management experience.
We have no desire to be the biggest firm in town. Instead, we focus on providing our clients with excellent service and peace of mind. Our clients become like family, not just another portfolio that will get passed along to the next advisor. Clients receive regular communication and face to face meetings so that we may LISTEN and plan. Through close association with our clients, we come to know each other warmly - celebrating and mourning life's key moments.


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Kevin Chandler, CFP


The balance of your financial life is greater than the sum of your gains and losses.
Time has taught us all a cruel lesson in balance: losses hurt more than gains help. Now is the time to find a financial partner who can create balance for your future through sound financial planning.

Galecki Financial Management, Inc. is the ideal choice for that partnership.

We are a Fee-Only Financial Planning and Investment Advisory firm. We do not accept commissions. We do not sell financial products. These facts ensure objective recommendations since our compensation is not based upon your decision to purchase financial products.

We specialize in serving the Medical Community. Greg Galecki has been named by Medical Economics as One of The Top 150 Advisors for Physicians.

We have 4 Professional staff members (all CFPs) and 5 support staff to serve less than 250 clients! Your quarterly meetings are well organized and designed to keep you informed and on track with your desired future.

All We Sell Is Time And Knowledge!&n... See More

Financial planning in Fort Wayne, IN 46825.