OUR COMMITMENT TO YOU
At Messmer Capital, we are dedicated to building a relationship with you that can guide you and your family toward financial independence and fulfillment. You can rely on us to collaborate with you every step of the way, empowering you to live your best life now and into the future.
Entrusting us with the opportunity to advise you and your family is a responsibility we take seriously. Your confidence is the driving force and perspective through which we approach all decisions and plans we develop for you and your household. Through this partnership, we can assist you in achieving your financial goals, enabling you to live the life you desire and create a meaningful legacy.
Michael Messmer
Founder / Financial Advisor
Michael Messmer is the Founder of Messmer Capital. He opened his business in 2019 at the age of 29 because he believed he could develop a more genuine connection and level of appreciation for his clients than had he remained an employee under someone else’s vision. He founded Messmer Capital on the principles of respect, integrity, and honesty.
Michael graduated from Ohio University with a triple major in finance, economics, and marketing and intended to follow in the family’s real estate trade. When the great recession hit, and Michael saw firsthand how improper planning could devastate a family’s savings, he switched his focus to financial planning. He holds both Series 6 and Series 63 certifications. Michael uses his experience and education to plan with clients and prospects ways to diversify their portfolios to withstand whatever might come their way.
Michael focuses on the things that can be controlled–tax mitigation, risk management, and fee reduction—and always with the client’s best interest in mind. Pensions and Social Security are no longer enough to live the retirement dream, so Michael starts the planning process early and is agile enough to pivot when economies change. For Michael, it’s not the numbers that set him apart; it’s in being honest, caring, thoughtful, and approachable. A financial advisor that feels more like a friend.
Michael and his wife Sydney have 3 children and a lively Goldendoodle, Cooper, to keep the family very active. In their free time they enjoy traveling with family. In the summer months, they frequent Destin, FL and Middle Bass Island. Their family embrase all 4 seasons and embrase the colder months on the ski slopes. Whether they are at the local hill, or out in Colorado, they are appreciating the gifts of the outdoors.
Danny Messmer
Owner / Financial Advisor
Danny Messmer brings 12 years of industry experience to Messmer Capital. For over a decade, he worked with an institutional asset manager, collaborating with financial advisors nationwide. Danny consistently delivered top performance while consulting thousands of financial advisors, providing portfolio management solutions and high-net-worth strategies.
Today, he leverages the transferable skills gained from his institutional experience to partner directly with individual clients in wealth management and comprehensive financial planning. Danny holds FINRA Series 7 and 66 licenses.
When working with clients, Danny believes in delivering an exceptional experience consistently. He often emphasizes, "More communication is better than less," reflecting his core values of communication, transparency, and authenticity.
Danny and his wife, Jenn, have three children and a Chocolate Lab named Marco. In their free time, they enjoy traveling with their kids, particularly to their favorite vacation spots: Breckenridge, CO, and Sanibel, FL. Danny and Michael spent summers at their family lake house on Middle Bass Island growing up, a tradition they continue to cherish with their parents. Danny is also passionate about attending church, investing in real estate, skiing, golfing, and staying active with friends and family.
Mary Kate Findley
Director of Client Services
Mary Kate has a passion for helping people add clarity to their financial picture. As the Director of Client Services, she provides support for clients, creating a seamless and stress-free planning process.
Mary Kate graduated from Miami University with a degree in Zoology and Anthropology. After completing a miniMBA certification from Miami’s Farmer School of Business, Mary Kate transitioned from the Zoo world to the Business world. Serving in the non-profit world for many years, Mary Kate developed a passion that everyone deserves financial security and to have a plan in place for themselves and their loved ones. A plan that can meet them where they are and help achieve their goals.
Whether it’s risk management, savings and debt paydown strategies, family planning, retirement, or tax mitigation—Mary Kate believes in a holistic plan that adapts with you throughout your lifetime. At Messmer Capital, Mary Kate wants people to feel confident with their financial decisions and know there is a team here that always works with the client’s best interest in mind.
In her spare time, Mary Kate enjoys spending time with her husband Tom, daughter, Olivia and their dog Finn. You may see them while attending a FC Cincinnati or Red’s games over the Summer. Mary Kate also enjoys playing in a sand volleyball league and jumping onto a pickleball court when she finds the time! Mary Kate and her twin sister are big travelers, with a goal of visiting a new state or country every year.