To Top
Broker Check

Fiduciary

We provide the highest level of care and accountability. Everything we do must be in your best interest.

Complete Transparency

No magic tricks or distractions. Everything we do is transparent. Log into our online system to see your accounts any time, from any device, no matter where you may be.

Experienced

We have been serving client needs for over 30 years which means we probably have experience in situations like yours.

Local & Available

We are not a large institution. We are your neighbors who happen to offer financial expertise. When you call, we answer. When you need someone, we are here.

Different People. Unique Needs

Some people need help accumulating and growing wealth. Others need assistance with the responsibilities wealth creates. No matter your money issues, we will help you find the solutions which best fit

Retire Confident

Retirement is a once-in-a-lifetime experience, but we have helped people retire comfortably and confidently for over 30 years. We can help you too.

Get Comfortable

We provide a safe and relaxed environment where you can be comfortable with your money.

You are not your neighbor

There is no magic formula that works for everyone. We have the knowledge, experience and tools to help you plan and achieve your goals.

Investing, not trading

It is not flashy, but the long term outlook has stood the test of time. We seek to capitalize on this trend through patience and discipline rather than guessing when to zig and when to zag.

It takes two to tango

We provide the know-how; you provide direction and guidance. 

Wealth is not determined by money

Wealth is determined by love, happiness, and relationships. The number of dollars in your account does not make you more or less than anyone else.

It is a journey,
not a destination

No matter what your stage of life and career, we can help you. As you change and grow, we adjust so your plan continues to fit your needs.

The media provides exposure, not advice

In this age of information overload, there are an over-whelming number of financial opinions. We help you focus on your specific financial goals by using our experience and knowledge as a filter to cut through the constant noise and chatter.

Simplicity

It is our job to explain your money in simple and straight-forward terms, not to impress you with jargon and investment “speak”. You can never ask too many questions. 

Independence brings freedom

Our “product” is our guidance and advice, not specific investments. We are neutral and transparent when selecting the solutions necessary to implement your plan.

Putting it all together

All the parts of your life are connected. Getting to know you goes beyond your finances. We want to know your values, hopes, and dreams so your success is not purely financial. A life measured only in dollars can never be rich. 

Blog Posts
Post with Featured Image

Letter to Clients: 2nd Quarter 2018

I remember when I was in first grade. It was 19… well, that part’s not important. It was April and the first-grade class performed for the rest of the elementary school. I had the honor of giving the first spoken lines. Young Art stepped out and said “Do you know about Spring? When days are warm, and robins sing? Listen to us and you’ll find out, just what Spring is all about.” and then the entire class sang a short song about springtime.

Read more...

Post with Featured Image

Letter to Clients: 1st Quarter 2018

Happy New Year! Are you one of the many Americans who consider the beginning of the year to be an opportunity to refresh, adjust, and improve? The New Year’s Resolution has become a staple of our society. The first of January also defines an easy period to “start fresh” in regard to investment performance which creates listeners to countless pundits and soothsayers who offer up specific roadmaps for stocks. I prefer to use simple math as a guide as we enter 2018.

Read more...

Post with Featured Image

Letter to Clients: 4th Quarter 2017

Last quarter’s client letter focused on a major personal financial transition – retirement. Shortly after that letter, DV Financial began a major business transition. On August 24th we announced a new SEC Registered Investment Adviser (RIA), Independent Wealth Network, Inc., which I co-founded. Since our previous RIA was owned by our previous Broker-Dealer, the creation of Independent Wealth Network also required us to find a new Broker-Dealer relationship. Since August 24th we have been busy reaching out to every client, one at a time, to explain the transition and to facilitate the documents required to continue working together. For those who have already completed the transition, thank you. For those who have started the process but the transition is not yet complete, please know that we are working hard towards completion. For those who have not yet had the opportunity, please feel free to reach out to us or we will be in touch with you very soon.

Read more...

Post with Featured Image

Letter to Clients: 3rd Quarter 2017

It is hard to believe that 2017 has already passed the halfway mark. Seems like just a few days ago we were shivering in the cold and now we are sweltering in the heat. Of course, it will seem like a blink of the eye and we will be shivering once again. They say that “time flies when you are having fun” and I must be having a ball because according to my Broker Check records at FINRA, I now have more than 26 years of experience and it seems like only yesterday….

Read more...