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Dan Boeckermann and Brad Mayer Named 2012 Five Star Wealth Managers (Jan 2012)
We're pleased to announce that Dan Boeckermann and Brad Mayer have been named 2012 Five Star Wealth Managers by Five Star Professional in partnership with Mpls.St.Paul Magazine and Twin Cities Business magazine.
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CFP "Let's Make a Plan" Public Awareness Campaign (May 2011)
Jon Meyer, CFP®, President of Boeckermann, Grafstrom & Mayer Wealth Management, LLC, is supporting this effort in his local community by encouraging people to learn more about CFP® certification and financial planning.
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Archdiocese News Release: Jon Meyer Joins Archdiocese of St. Paul and Minneapolis Investment Committee. (May 2011)
Jon Meyer, President of Boeckermann, Grafstrom & Mayer Wealth Management, LLC, has joined the Investment Advisory Committee for the Archdiocese of St. Paul and Minneapolis. As a member of the committee, he helps guide investment decisions for the Archdiocese. This new position furthers his involvement with the Archdiocese, as he has also served on the Pension Board of Trustees since July 2010.
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Who We Are

We are independent advisors who focus on providing objective advice surrounding your financial planning and asset management goals. We are entrepreneurs ourselves and work best with individuals and families that want to delegate the organization of their financial lives so they can spend more time with their families. More

What We Do

We combine the emotional with the technical aspects of a disciplined and comprehensive planning approach to help families keep the promises they make to themselves. Tax-efficiency matched with wealth preservation helps our clients achieve retirement, education and estate transfer goals while sleeping better at night. More

Why Choose Us

Three things make us different. First, we always act in our client’s best interests. Second, we focus on the freedom money gives, not just returns. And third, because of our affiliation with an accounting firm, we focus more on after-tax outcomes. More

Our Process

We offer an initial consultation at no charge. We use this meeting to define clients’ goals and objectives, to analyze their current financial situation, and to determine if our styles would be a good fit. More