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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. 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.

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. 

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.

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.

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.

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.

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.

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. 

Blog Posts
 

Take it for a Test Drive

The feedback from the early adopters of our new web-based client portal is extremely positive and constantly getting better as clients dig deeper into the site’s features. The hardest part of the whole process is getting an understanding of exactly what the system is and what it does. So we have created a sample set of data you can use to log in and experience the portal first hand.

Here are the instructions to take our site for a test drive:

1. Go to www.dvfin.com

2. Click red Client Login button in the upper right hand corner

3. From the login screen enter username DVsample and the password Just2Look Trial2014 (case sensitive)

if you are challenged with the security questions:

        • First School: hardknocks
        • Favorite Color: black
        • Fathers Middle Name: success

4. This brings you to the Client Home page

Now you can go ahead and just look around and play!

Since this is a sample set, there are two key functions which are not enabled. First, there are no live data feeds (funny, we couldn’t get any outside companies to give us “sample” accounts to draw a live feed from). Because there is no live feed from a bank account or a credit card, there is nothing the system can draw from to analyze spending or budgeting so those functions are also disabled.

If you would like to do a telephone walk through of the sample data, just let us know. We would be happy to show you the entire portal.