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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. 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. We 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.

It takes two to tango

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

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. 

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.

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.

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.

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.

Blog Posts
 
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Have you Heard? Now is the time to Get Comfortable.

DV Financial launched our first ever advertising campaign this year. One of the reasons we have been reluctant is because all financial services ads seem to be the same, but we like to think that DV Financial takes a different approach. The last thing we wanted to do was to launch a campaign which made us blend in when we were really trying to stand out.

Fortunately, we met some very creative people from Choice Creative Solutions who, over the course of several meetings, really helped us define a message which could effectively be delivered over the radio.

Our mission is to eliminate your financial stress and worry. We believe most people are uncomfortable with money, although there can be a variety of reasons why they are uncomfortable. Some people are uncomfortable because it can be difficult to properly allocate their financial resources towards all their financial needs, goals, and desires. Other people are uncomfortable with the responsibilities which accompany money.

At DV Financial, we provide a comfortable environment for discussion, we make your financial decisions easy to understand, and monitor your progress towards your goals by using the best of our knowledge, experience, and tools.

Our radio ads include both 30 second spots and 15 second lead-ins to weather. You can hear the ads primarily on KXNO & WHO radio here in Des Moines, but they also play across a variety of local stations.

So far, the ads have been well received and everyone seems to get the humor we have tried to convey. Let us know what you think of our ads. We would love to know what you think and are open for new ideas for future ads.

January 2021:

30 Second – The Talk   
15 Second – Get Comfortable   

February 2021:

15 Second – Valentine Flowers   

March 2021:

30 Second – March Madness    
15 Second – Green Beer   

Coming Soon in April 2021:

30 Second – Hot Tips    
15 Second – Hop to DV