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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.

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.

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.

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.

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.

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. 

Small Business Consultation

Every business needs a plan


There are an estimated 31.7 million small businesses in the United States providing jobs for more than 60.6 million employees1. Like a fingerprint, no two small businesses are identical. Yet business owners often share common concerns. Your business may represent a large part of your total net worth and you have probably built it by investing your heart, passion, and soul. In short, your business may be your most important asset and DV Financial can help you build and protect it.

Attracting & Retaining Employees

Multiple studies have shown that money is not the primary driver of employee satisfaction. In order to find and keep the best employees, a business needs to offer a complete program where salary is enhanced with benefits. Even if you already have a 401(k) or another retirement program such as a SIMPLE or an SEP, DV Financial can review your current benefits, help you set goals, and make recommendations to make your program more effective. We have experience in all facets of retirement plans including fiduciary responsibilities, employee education, and we work with a variety of third-party administrators.

Executive Compensation

Is your compensation designed to provide as much as possible for you and your family while controlling tax strategies? Our experience in this area allows us to work with your tax professionals in designing a compensation structure that fits your needs today as well as tomorrow.

Exit Planning

You give everything to your business. Your invest time, your money, and your reputation. The business ends up being a part of your life both financially and emotionally and becomes intertwined with what defines you as a person. Yet, very few business owners ever stop to plan their exit from the business. When and how will it happen? Who will take over? We share our specialized knowledge of the issues and proven solutions to help build a plan to transition your business into a lasting legacy.

Get Comfortable

Our at goal DV Financial is to make you comfortable by becoming a part of your business journey. Contact us today so we can get started right away.

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1Small Business Administration, 2020 Small Business Profile