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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. Forget "jargon". We use plain language to answer your questions.

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 your neighbors who happen to offer financial expertise, not a big business. When you need someone, we are here for you.

Different People. Unique Needs

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

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.

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.

It takes two to tango

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

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.

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.

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.

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.

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.

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. 

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. 

Financial Advisor: Do You Really Need One?

Do you really need a financial advisor?

In both the world of cars and investments, people tend to gravitate towards one of three roles: DIY Enthusiast, Delegator, or Hands Off.

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6 Things to Ask Before Choosing a Financial Advisor

The search for the right financial advisor sometimes starts when we are facing a significant financial decision, leaving us scrambling to make a choice and sometimes settling for the first option that crosses our path.

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Is DV Financial Right for You?

When it comes to significant investments of money, time, and energy, we all want the perfect fit. The same principal applies to choosing a financial advisor.

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Blog Posts
Back
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29
Apr 2011
By Art Dinkin

CFP® Board’s “Let’s Make a Plan” Campaign

Have you seen the new public awareness campaign launched by the Certified Financial Planner Board of Standards, Inc? Here is the first TV spot:

The campaign is designed to help educate Americans about the importance of sound financial planning and raise awareness about the significance of the CFP® certification and the need for competent and ethical financial planning. "The CFP® mark truly serves as the gold standard for personal financial planning," said CFP Board CEO Kevin R. Keller, CAE. "Just about anyone can use the term 'financial planner.' But only those individuals who have passed a rigorous set of criteria and meet our strict ethical qualifications can call themselves a CFP® professional."

In addition to the advertising there is also a website with additional resources, LetsMakeAPlan.org.

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