Our Team at Lauer Wealth
Located in Valparaiso, IN and Sioux Falls, SD, Lauer Wealth Management is a Registered Investment Advisor (RIA) that provides comprehensive wealth management services for families and business owners, including customized investment management, tax, estate, and business planning services. Lauer Wealth is a team of fee-only advisors, comprised of a Certified Financial Planner™ (CFP®) and a Certified Public Accountant (CPA).
Our Fiduciary Commitment
We use a team based approach where we create customized lifetime cash flow plans based on our clients' specific needs. As fiduciaries we are required by law to act in the best interests of our clients. We do not earn commissions for selling a specific type of investment or product. Learn more about our team of fiduciaries below:
John Lauer, CFP®
| Phone: 605-681-7079
John Lauer, CPA, MST
| Phone: 773-780-6953
John is an Investment Advisor and a Certified Financial Planner™. He started his career in financial services in 1986. In 1998, John successfully founded and built Compass Financial Advisors (Compass), a wealth management firm in Northern Indiana. Upon leaving Compass in 2010, John was hired as President to build the wealth management division for one of the largest family owned banks in Iowa, Northwest Wealth Management, LLC. After successfully building the division, John was hired as Chief Operating Officer (COO) and Chief Compliance Officer (CCO) for IFAM Capital, a Fort Collins, CO based Registered Investment Advisor (RIA). John left IFAM Capital in 2017 to form Lauer Wealth Management, an RIA focused on providing high-level service for its existing private and institutional client relationships.
John grew up on a dairy farm in Northwest Indiana. He currently has six children and five grandchildren. He enjoys the outdoors, where he routinely goes hunting and fishing.
John is an Investment Advisor and Certified Public Accountant (CPA). He completed his undergraduate studies at North Park University in Chicago, IL, receiving his B.S. in Business and Economics. Upon graduation, John completed his Masters of Science in Taxation from Northern Illinois University. After working for a Chicago-based CPA firm, John joined the IRS as an auditor. At the IRS, John worked in the Small Business Audit & Global High Wealth divisions auditing the tax returns of the wealthiest individuals and executives in the world. Upon leaving the IRS, John became a wealth advisor for HighTower Advisors in Valparaiso, IN, where he was responsible for financial planning and managing investment portfolios for his clients. John was honored by Forbes in 2017, named as a Top 500 Next Generation Wealth Advisor (ranking #9 in the State of Indiana). John joined Lauer Wealth Management in 2017 and specializes in developing personalized investment planning strategies for our clients as well as their businesses. John is a partner at Fisel, Lauer & Johnson, a full service accounting firm located in Hebron, IN and Valparaiso, IN. He also serves as an Adjunct Professor at North Park University-Chicago.
John resides in Chesterton, IN with his wife, Rachel, and their three sons, John, Jack & Joe. John enjoys time with his family and exercising.