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.
We have an ongoing fiduciary relationship with our clients. This means we commit to always act in the best interest of our clients.
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.
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.