Lauer Wealth Management

About Lauer Wealth Management

<p>Fee-only planning paired with in-house tax expertise sets this team apart. Based in Valparaiso in Northwest Indiana near the Chicago metro, Lauer Wealth Management is a Registered Investment Advisor that works with families and business owners across Indiana, Illinois, Michigan, and South Dakota.</p> <p>Lauer Wealth Management provides wealth management and financial planning with services that include investment management, personal cash flow planning, retirement planning, and estate planning. The firm also handles tax planning and business planning, including business valuation and succession planning.</p> <p>The advisory team includes Certified Financial Planners™ (CFP®) and Certified Public Accountants (CPA). As a fee-only RIA, the firm works as a fiduciary and does not sell commission-based products. It uses academic-based investment theories and a disciplined process to help clients grow and protect assets through different life stages, from early career through retirement.</p> <p>The firm also coordinates planning with its accounting affiliate, Fisel Lauer Johnson, CPAs, which supports more integrated tax work. Lauer Wealth Management reports $0.5B in AUM (2026).</p> <ul> <li>Fee-only <a href="/plan-advisors">plan advisor</a> with fiduciary oversight</li> <li>3(21) retirement plan support for sponsors</li> <li>Investment management and ongoing financial planning</li> <li>Tax planning and coordination with Fisel Lauer Johnson, CPAs</li> <li>Business owner planning, including valuation and succession</li> </ul>

Website: https://www.lauerwealth.com/