V A L U E S
FEE ONLY > Our compensation comes from one source: our clients. We don’t accept commissions, sell mutual funds or insurance, and we don’t pay for referrals. We believe being fee-only is important because it eliminates potential conflicts of interest.
FIDUCIARY > We have an ongoing fiduciary relationship with our clients. This means we commit to always act in the best interest of our clients.
SERVICE > Our process begins and ends with you. With an in-depth understanding of your goals and objectives, we aim to simplify your finances so you can enjoy life on your terms.
INDEPENDENT & OBJECTIVE ADVICE > Being an independent firm, unconstrained from the pressure to sell investment products, our highest priority is a commitment to providing objective, unbiased advice to help our clients meet their financial goals.
SERVICE > We continue to develop our talents by obtaining and maintaining the highest professional standards in our field. When you choose DCA you work with a CERTIFIED FINANCIAL PLANNER™ professional.