About Us

More than simply a wealth management firm, DKG Financial is an advocate for its clients and measures its success by yours.  We understand that selecting the right advisor is a significant commitment so we want you to fully understand what you can expect from us.

How We Work

• Our objective is simple: be honest, set realistic expectations, and always provide an exceptional level of service.  We know all of our clients on a first name basis, we return calls and emails promptly, and we always place our clients' interests first.  We don't waste your time with glossy marketing campaigns, overused cliches, or unnecessary sales pitches.  We pride ourselves on straightforward and commonsense recommendations, ensuring that you understand the benefits and disadvantages of each option before making a decision.  In short, we strive to build a reputation of quality, consistency, and integrity; earning your trust and letting the results speak for themselves.

What You Can Expect

• In the event that you would like to meet with us, our first conversation will focus on your objectives and concerns.  We need to better understand what you're trying to accomplish so that we can properly evaluate which of our services would be appropriate for you.  Once you have a thorough understanding of our process, and the cost involved, you're free to consider whether we are the right team for you.  Regardless of the service options you choose, we are committed to providing a consistent level of client service, personal interaction, and holistic guidance.

How We Are Compensated

• We are completely transparent about our fee structure, both because it's required and because it's simply the right thing to do.  Keeping our clients aware of what they pay for the service they receive is one of the primary ways we earn their trust.  Depending upon the services you select, you can expect an hourly fee, an annual fee, an asset-based fee, or on rare occasions, commissions.  In keeping with our independent philosophy, we prefer to provide our investment management services on an advisory basis (as opposed to commissions), making us accountable to you for ongoing guidance, not transactional sales.