Diem Wealth Management

Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Upon graduating from law school in 1977, Steve Spoltman joined a mid-sized law firm in Fort Wayne to engage in private practice. After a year at the firm, he decided to enter corporate law and accepted a position as corporate counsel for Midwestern United Life Insurance Company (MULIC). At MULIC, he developed life insurance products designed to meet the needs of MULIC's clients and was introduced to the concept of financial planning, in its infancy at that time as it was typical to utilize a stock broker, insurance agent, accountant, attorney, and so on without any one person taking responsibility for the comprehensive plan.