WHY DFM ?
 More and more people are recognizing the benefits of utilizing a financial advisor
in this increasingly fast-paced and complex society. However, they are often confused
as to which financial advisory firm will best fit their needs.
       
At
DFM, we understand that each client is unique with specific needs and
aspirations. We develop individualized financial plans and
asset allocations for each client, rather than choose from preset financial
programs or investment models.
DFM has been advising successful individuals and families for over 20 years. Our professionals are experienced and knowledgeable. Research, analysis and recommendations are presented to our clients in a straightforward and easily understood manner.
Our fee-only compensation structure is very competitive and dependent upon each client’s needs. We are flexible and can address a single problem or concern or develop and implement a comprehensive financial investment or wealth transfer plan.
Our clients are kept informed through frequent personal contact and with periodic correspondence to enable them to make timely and effective decisions. In addition, we encourage our clients to contact us as frequently as they deem necessary.
For specialized expertise, the firm maintains a broad network of highly respected professionals and institutions in law, accounting, portfolio management, mortgage and banking, insurance, retirement plan design and administration, trusteeship, real estate, and philanthropy.
DFM is an independently-owned company. Our clients receive only personalized and objective advice free from any pressure or conflicts often associated with larger institutions. We do not receive any compensation from the sale of investments nor do we have any proprietary products.
As an SEC registered investment advisor DFM and its employees are fiduciaries. We maintain high ethical standards and put our clients’ interests first.
We offer a no-cost no-obligation initial meeting to discuss any problem or concern or to learn more about our services. |
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