About Lauer Wealth Management
Lauer Wealth Management is a Registered Investment Advisor (RIA) based in Valparaiso, IN, offering comprehensive wealth management, financial planning, tax planning, and business planning services to families and business owners across Indiana, Illinois, Michigan, and South Dakota. As a fee-only firm, Lauer Wealth operates with a strict fiduciary commitment, ensuring clients' best interests are always prioritized without the sale of commission-based products. Their experienced team, including Certified Financial Planners™ (CFP®) and Certified Public Accountants (CPA), specializes in customized investment management, personal cash flow planning, retirement planning, and estate planning. They work closely with clients to minimize taxes, grow and protect assets, and navigate complex financial landscapes. With a focus on academic-based investment theories and a disciplined approach, Lauer Wealth Management positions clients to confidently address various financial stages, from career beginnings to retirement, and assists business owners with valuation and succession planning. Their integrated approach with accounting firm Fisel Lauer Johnson, CPAs, further enhances their tax planning capabilities, delivering a holistic strategy for wealth accumulation and preservation.
Website: https://www.lauerwealth.com/
Office Locations
- Valparaiso, IN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $540.0M
Team Members
- Gene Hamstra, Investment Advisor
- John Lauer, Partner, CFP®
- Donna Miller, Director of Operations