The Aim of Life is Living It!

It is our goal to enable you to focus on what is important in your life.  This is possible through a financial planning process that provides you with confidence that you have a plan in place to achieve your financial goals.  Further, your financial plan guides us in the development and maintenance of your investment portfolio strategy.

The investment philosophy and strategy is a conservative and fact-based approach to seeking long term results in line with your personal needs.  This philosophy and strategy is thoroughly explained initially and reviewed often.  Understanding of your financial plan and investment strategy enables peace of mind.  This frees you up to focus on your work, avocation, and pursuit of happiness.

Our focus is to love others.  DBFM is a great place to work; we enjoy each other and what we do.  We support each other inside and outside of our office.  We expect each team member to live well-rounded lives just as we seek to enable the same for you. 

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