DB&C brings exceptional knowledge, experience and focus to serving the needs of success-oriented people.
The DB&C Advisors advantage lies in our objective approach to the marketplace. As an independent financial planning and investment management firm, we do not offer proprietary investment products. We offer fee-based planning and asset management services, enabling us to serve your needs in a fiduciary capacity. We believe that aligning our interests with yours, in a manner that emphasizes integrity and shared pursuit of a common goal, is critical to developing long-term relationships built on trust.
At DB&C Advisors, we know that communication between your most valued advisors fosters an environment for growth and success. It can also result in more proactive and thoughtful financial decisions. Working closely with your CPA and other professional advisors, we bring the full depth of talent, insight and expertise to each client engagement as we help you manage financial risk and pursue your goals in the most tax-efficient manner.
We can work with you in the capacity of a Family or Personal CFO, or as an integral member of your existing team of professional advisors, based on your preference. Many of our clients are referred to us by their CPAs—valued relationships that have been cultivated and nurtured over a period of years or even decades. They trust us to serve their clients in a manner that always places client needs first, continuing to foster the open and honest communication their clients rely on from their trusted advisors.
Our advisors bring a wealth of knowledge across a diverse range of financial disciplines. We are well-versed in analytics, asset allocation models and risk management, setting ourselves apart from transaction-based advisors. At DB&C, your advisor works for you as a dedicated partner and advocate for your financial independence.
We offer a full range of wealth management services to help you manage your assets and facilitate their transfer to your heirs and the organizations you care about most. We will help you develop clear goals and a concrete plan for working toward them.