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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.


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. 

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.


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. 

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.

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. 

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.

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

Don’t Try This at Home – Outrageous Attempted Tax Deductions from 2014

It is that time of year again. Maybe it is an attempt to give their members some much needed comic relief, but every year the Minnesota Society of Certified Public Accountants releases a survey of the most outrageous tax deductions attempted to be claimed by clients.


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Letter to Clients: 1st Quarter 2015

Have you ever wondered what would happen to you, if something happened to me? I sure have. One of my clients was in the office preparing for retirement later this year when she asked me that very question. Suddenly I realized that while I had done a good job preparing, I had not done a good job of communicating.


Open House – Come Celebrate!

Friendly reminder about our come-and-go Open House tomorrow, Nov 11th, from 4 p.m. – 7 p.m.


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Letter to Clients: 4th Quarter 2014

There has been a lot of change at DV Financial over the past quarter. To begin with we have moved to a new office at 2763 86th Street in Urbandale, right behind the Panera Bread. If you are available, please join us for a come-and-go open house on Veteran’s Day, Tuesday November 11th from 4:00 pm to 7:00 pm. We will have refreshments, door prizes and more. Bring a guest as we would love to show you our new, improved, facility. RSVP requested, but not required, at or