Services

DPH Financial provides financial advice tailored to each client's unique situation on a fee-only basis. We provide personalized financial planning and investment planning services. Our firm seeks to build solid client relationships through transparency, accountability, and integrity.  Our mission is to connect with our clients in a meaningful way by (1) understanding their goals and desires, and (2) delivering sound, comprehensive strategies to help achieve peak financial performance.

Advice provided is based upon in-person consultations and may address some or all the following areas: determination of financial objectives, identification of financial problems, budgeting and cash flow management, debt management, insurance analysis, investment strategy and monitoring, education funding, retirement planning, and estate planning, which may include business valuation.

A written evaluation of each client's initial investment situation is included in a personalized financial plan, if applicable, along with a recommended investment strategy. The investment strategy for our clients is based upon an individual investment objective, relevant time horizon, and volatility tolerance ascertained during consultations. Clients may change their objectives at any time. Investment advice is provided with each client making the final decision on investment selection.

We provide the following products and services:

  • Cash Management Planning 

  • Comprehensive Financial Planning 

  • Hourly Financial Planning 

  • Investment Planning, Product Selection, and Monitoring 

  • Retirement Plan Rollovers (401k, IRAs, 403b, etc.)

  • Quarterly Financial Planning Program