Our compensation is based on the long term success of clients reaching their goals. There are no hidden incentives influencing our advice.
-
Transparent
-
Independent
We work solely for our clients and have no outside affiliations as an independent, family-owned, registered investment advisor.
-
Persistent
Since 1979, DFSC has not simply managed money, we have partnered with clients to create and sustain wealth.
-
Opportunistic
Our role is to help clients make educated decisions that takes full advantage of their situation.
1
2
3
4
CFP®: The Standard of Excellence
CFP® professionals are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the Code of Ethics. Learn More
FPA Standard of Care
Put client's best interests first; Act with due care and in utmost good faith; Not mislead clients; Provide full and fair disclosure of all material facts. Learn More
1
2
3
4
-
Who We Are
We manage our relationships as if we are investing in businesses. A strategic, pragmatic, long-term commitment means we are not eager to bring on clients with short-term needs or ones focused on instant gratification.
Find Out More -
Services
We are a one stop shop for financial planning advice. From guidance on mortgages, cash flow, taxes, investments, retirement, insurance, debt structuring to deciding to take a new job, if the decision involves your finances, we are your financial counsel.
Find Out More -
Investment Philosophy
Invest like a business owner, strategic and long-term oriented. Know your history and do not repeat the mistakes of the past.
Find Out More -
Fees
We are fee and retainer based, providing a straightforward, transparent cost structure.
Find Out More
In the Know
- Mar. 12, 2020 Demming Financial Update Dear Clients, In light of recent developments surrounding the COVID-19 coronavirus, we want to assure you that we are doing everything we can to navigate the current environment while being mindful of near-term downside volatility. What we have long understood, markets are emotional reflections of how people feel and perceive risk, which can be manic […]
- Mar. 02, 2020 Coronavirus Update Dear Client: Given recent volatility in the financial markets we want to provide clarity and insight surrounding the development of the coronavirus. We have been anticipating a market correction for quite some time now. Our recent reallocations reflect a sensitivity to elevated valuations and a more defensive stance. These events remind us of one of […]
Newsletter
Latest Newsletter:
Click here for the full list of past newsletters or sign up below to get the latest.