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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.

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.

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.

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. 

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.

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.

Blog Posts
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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.

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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….

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Should you choose DV Financial for your needs?

The Certified Financial Planner Board of Standards, Inc., which is the certifying authority for CERTIFIED FINANCIAL PLANNERTM professionals and the CFP® designation, offers a great article about How to Choose a Financial Advisor. As a long time CFP® certificant who wholeheartedly supports the value of transparency, we want to provide a simple tool for you to use when evaluating DV Financial and myself, Art Dinkin, CFP®, as your potential planner. The article specifically offers ten key questions you should ask. Here are the questions and my answers.

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Letter to Clients: 2nd Quarter 2017

Spring is a time of renewal as we leave the dreary cold of winter behind to enjoy the warmth and hope of brighter days ahead. And taxes; let’s not forget about taxes. It is also an excellent opportunity to do some “spring cleaning” and get rid of documents. At DV Financial, we shred to protect your identity and encourage you to do the same. Remember, you can bring in any documents you would like to have us shred. Keep this in mind as you come across old and out dated documents. In addition to shredding, another perk of our relationship includes complementary notary public services.

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