Lauer Wealth

What Lauer Wealth does

Lauer Wealth is a fee-only Registered Investment Advisor (RIA) based in Valparaiso, Indiana, founded in 2017 by John Lauer. The firm delivers integrated wealth management to families and business owners in Northwest Indiana, spanning investment management, tax planning, retirement planning, estate planning, and business planning. The practice is anchored by a Lifetime Cash Flow Planning methodology, which produces year-by-year personalized forecasts of a client's income sources and expenses to inform retirement and broader financial decisions.

The firm's investment management approach is grounded in academic-based theories, including modern portfolio theory, with portfolios constructed from stocks, bonds, ETFs, and mutual funds, supplemented by hedging strategies for downside protection. Asset allocation is actively monitored and rebalanced through internal trading and reporting systems. The four-person team holds multiple advanced credentials — CFP®, CPA, and MST — combining for over 70 years of investment management experience. The firm operates strictly as a fiduciary, does not sell insurance, annuities, or commission-based products, and has a close structural relationship with the CPA firm Fisel Lauer Johnson for integrated tax planning. Investment philosophy is reinforced through content and research sourced from Dimensional Fund Advisors.

Lauer Wealth generates revenue through recurring fee-only advisory services on managed assets and financial planning engagements. Go-to-market is direct and sales-led, relying on personalized advisor-client relationships, a regional content marketing footprint (blog articles, SEO targeting Northwest Indiana), and advisor-driven client acquisition. The firm is privately held, has no outside funding, and serves a regional, persona-based client base.

Name

Lauer Wealth

Legal name

Lauer Wealth, LLC

Website

https://lauerwealth.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Lauer Wealth is a fee-only SEC-registered Registered Investment Advisor in Valparaiso, Indiana, providing integrated investment, tax, retirement, estate, and business planning to families and business owners in Northwest Indiana.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Finance Services (6199)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Tax-Focused Wealth Management RIAs (FSAAACAD), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)

Keywords

• Fee-only financial advisor
• Wealth management services
• Retirement income planning
• Investment management advisory
• Tax and estate planning

Headquarters

HQ city

Valparaiso

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Fee-Only Advisory Services: Lauer Wealth operates as a fee-only registered investment advisor, charging fees for financial planning and investment management services without earning commissions on product sales. They do not sell insurance, commission-based investments, or annuities. Some accounts that trade options have transaction costs per option, though the firm does not receive any portion of these costs.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Lauer Wealth is a fee-only SEC Registered Investment Advisor that delivers personalized wealth management to families and business owners in Northwest Indiana. Core services include tax planning, investment management, retirement planning, estate planning, business planning, and a proprietary Lifetime Cash Flow Plan that produces a year-by-year forecast of personal income and spending. The firm does not sell insurance, commission-based investments, or annuities, and manages portfolios using academic-based investment theories and modern portfolio theory.

Product overview

Lauer Wealth is a fee-only investment advisory and financial planning firm offering a suite of integrated wealth management services. The core offering centers on customized Lifetime Cash Flow Planning, which integrates with their Tax Planning, Investment Management, Retirement Planning, Estate Planning, and Business Planning services. The firm operates as a single unified advisory practice rather than a platform with separate modules, providing comprehensive financial planning for families and business owners including customized investment portfolios, tax-efficient strategies, and business valuation services.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Planning
• Investment Management
• Retirement Planning
• Estate Planning
• Business Planning
• Lifetime Cash Flow Planning

Quantifiable outcome

• Clients receive a year-by-year Lifetime Cash Flow Plan forecast

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Fisel Lauer Johnson, CPAscoreStrategic or Co-development PartnerLauer Wealth ownership has common interest with the CPA firm Fisel Lauer Johnson, CPAs. They work closely with most clients regarding tax planning for individuals and businesses. John Lauer, CPA is a partner at Fisel, Lauer & Johnson accounting firm located in Hebron, IN and Valparaiso, IN.
• Dimensional Fund AdvisorsminorStrategic or Co-development PartnerLauer Wealth shares educational materials from Dimensional Fund Advisors including articles on market equilibrium, climate investing philosophy, and education investing strategies. The firm uses academic-based investment theories consistent with Dimensional's approach.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Modera Wealth Management: Modera is a fee-only RIA specializing in financial planning, investment management, and retirement planning for households and small business owners. It is comparable to Lauer Wealth in fee-only structure, planning-first approach, and target client profile.
• Plante Moran Financial Advisors: Plante Moran Financial Advisors is a Midwest-focused wealth management firm offering investment advisory, financial planning, and integrated tax services often paired with CPA relationships. It is directly comparable to Lauer Wealth in regional positioning, integrated tax focus, and family/business-owner orientation.
• Savant Capital Management: Savant is a Midwest-based, fee-only RIA providing investment management, financial planning, and tax services to individuals and business owners across the broader Illinois-Indiana region. It is highly comparable to Lauer Wealth in fee-only model, regional Midwestern footprint, and target client base.
• Buckingham Wealth Partners: Buckingham is a fee-only RIA providing personalized wealth management, investment management, and tax planning for families and business owners. It competes head-to-head with Lauer Wealth for affluent households seeking fiduciary, planning-led advice and follows a similar academic-investing philosophy.
• Beacon Pointe Advisors: Beacon Pointe is a fee-only, multi-family-office style RIA offering comprehensive financial planning, investment management, and tax services for high-net-worth individuals and families. It mirrors Lauer Wealth's planning-led, fee-only model and serves a similar client demographic.

Broad incumbents

• Carson Group: Carson Group is a large, fast-growing RIA and partner-supported wealth management platform that provides financial advisors with technology, marketing, and back-office support. It overlaps with Lauer Wealth in fee-only fiduciary advisory services but operates at significantly greater scale and across multiple geographies.
• Fisher Investments: Fisher Investments is a large independent, fee-based investment manager primarily serving high-net-worth individuals using academic-based portfolio strategies. While more institutional and global in scale, it overlaps with Lauer Wealth's academic-investing approach and affluent-client focus.
• Mariner Wealth Advisors: Mariner is a national, fee-only RIA delivering comprehensive wealth planning, investment management, tax, and estate services to families and business owners. While much larger than Lauer Wealth, it competes for the same client profile and offers a comparable integrated planning approach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/lauer-wealth-management

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lauer Wealth