Who We Are
Founded on the belief that collaboration is the key to our clients' success, DKG Financial is an independent wealth management firm located on Boston's North Shore. We provide comprehensive financial planning and investment management services to individuals, families, and entrepreneurs who recognize the value of partnering with an independent advisor.
Established by David K. Gillespie, an award-winning LPL Financial Advisor, the firm offers an alternative approach to conventional wealth management. Rather than functioning as a corporate institution, we serve clients as an independent boutique, providing them with the personal service and professional advice they need as they work towards their goals.
To fully embrace our independent culture, David is registered with LPL Financial, LLC. For more information about LPL Financial, visit www.lpl.com.
What We Provide
In an industry filled with complexity, we simplify our clients' lives by offering three distinct services. Depending upon your needs, one or more options may be beneficial for you:
Home
Why Us?
In our experience, clients have one simple priority: they want to partner with someone they can trust.
As an independent financial services firm, we offer objective advice within a productive and collaborative environment, seeking to earn our clients' trust over time. Supported by the resources of LPL Financial, we address a wide range of financial concerns while providing consistent guidance that is always in our clients' best interest. Above all else, we recognize that our clients entrust their personal and financial lives with us, which is why we established ourselves as an independent wealth management services firm and passionately advocate the benefits of partnering with an independent advisor.
Your Partner
As the founder and managing principal of DKG Financial, David K. Gillespie is a seasoned wealth management professional with twenty years of experience in the financial planning industry.
In addition to graduating cum laude from Syracuse University, his credentials include the Series 7 and Series 66 securities registrations held with LPL Financial as well as his Life, Accident, and Health state insurance licenses.
David was most recently named a 2021 ‘Five Star Wealth Manager’* in Boston Magazine.
*This award is based on ten objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, as well as many other factors. Candidates do not pay a fee to be considered or placed on the final list of 2021 Five Star Wealth Managers.
