ABOUT US
OUR MISSION
At Messmer Capital, we are dedicated to guiding our clients towards financial empowerment and security through personalized goals-based investing strategies. With a steadfast commitment to risk management, tax efficiency, comprehensive retirement planning, and strategic estate planning, we strive to safeguard and enhance our clients’ wealth across generations. Our mission is to foster enduring client relationships built on trust, transparency, and a deep understanding of individual financial aspirations, ensuring we deliver tailored solutions that align with their unique goals and aspirations.
Michael Messmer
Managing Partner| Financial Advisor
Michael Messmer
Michael Messmer is the Founder of Messmer Capital. He launched the firm in 2019 with the belief that he could foster more meaningful connections and deliver a higher level of care for his clients than would have been possible under someone else’s vision. From the beginning, he built Messmer Capital on the core principles of respect, integrity, and honesty.
Michael graduated from Ohio University with a triple major in finance, economics, and marketing. Initially planning to pursue the family’s real estate business, his path shifted during the Great Recession when he witnessed firsthand how inadequate planning could devastate families’ financial security. Inspired to make a difference, he redirected his career toward financial planning. Today, he leverages his education and experience to help clients diversify their portfolios and prepare for uncertainty.
His advisory philosophy centers on the aspects of wealth management that can be controlled: tax mitigation, risk management, and cost efficiency. With traditional income sources such as pensions and Social Security no longer sufficient to sustain the retirement many envision, Michael emphasizes proactive planning—starting early, adapting as markets shift, and always keeping the client’s best interest at the forefront. Clients value him not only for his technical expertise but also for his honesty, thoughtfulness, and approachable style. For many, Michael feels less like an advisor and more like a trusted friend.
Outside the office, Michael and his wife, Sydney, stay busy raising their three children and keeping up with their energetic Goldendoodle, Cooper. The family shares a love of travel and the outdoors—spending summers in Destin, Florida and on Middle Bass Island, and winters skiing both locally and in Colorado. Whether on the beach, a boat, or the slopes, Michael and his family embrace every season together.
Danny Messmer
Managing Partner| Financial Advisor
Danny Messmer
Danny Messmer is the co-founder of Messmer Capital, an independent wealth management firm dedicated to helping affluent families and business owners grow, protect, and efficiently transfer their wealth.
Early in his career, he worked with a leading institutional asset manager, where he partnered with financial advisors across the country to deliver portfolio solutions and advanced planning strategies for affluent investors. In that role, Danny consulted with thousands of advisors nationwide, gaining deep insight into portfolio construction, institutional investment management, and sophisticated wealth strategies.
Today, Danny applies that institutional experience directly to the clients he serves. His work focuses on comprehensive wealth management, retirement income planning, and proactive tax mitigation strategies designed to help clients keep more of what they’ve built. Danny is particularly passionate about helping successful families and business owners navigate complex financial decisions surrounding retirement, taxes, investments, and long-term legacy planning.
Danny and his twin brother, Michael, founded Messmer Capital with a clear mission: to provide institutional-level investment expertise combined with the personalized attention of a boutique advisory firm. As a fiduciary advisor, Danny believes the best client relationships are built on transparency, communication, and long-term trust.
Danny lives in Ohio with his wife Jenn, their three children, and their Chocolate Lab. Outside the office, he enjoys spending time with his family, skiing in the mountains, golfing with friends, traveling, and staying active. Some of his favorite family traditions include trips to Breckenridge, Colorado and time spent on Lake Erie at their family lake house on Middle Bass Island.
Mary Kate Findley
Director of Client Services
Mary Kate Findley
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.
Sydney Messmer
Executive Assistant
Sydney Messmer
Sydney Messmer serves as Director of Client Experience at Messmer Capital, where she is dedicated to creating a seamless, welcoming, and highly personalized experience for every client. She works closely with the advisory team to ensure each client receives exceptional service throughout every stage of their financial journey.
With a passion for organization, communication, and building lasting relationships, Sydney oversees many of the day-to-day client experience initiatives, helping coordinate meetings, manage ongoing service requests, and ensure every detail is handled with care. She believes that great financial planning is about more than investments—it’s about making clients feel confident, supported, and valued.
Sydney is committed to upholding the high standard of service that defines Messmer Capital and takes pride in helping clients feel like part of the firm’s family.
Outside of the office, Sydney enjoys spending time with her husband, Michael, and their three children. She values family, community, and creating meaningful experiences—principles that naturally extend into the way she serves clients every day.