Our Difference

Comprehensive Wealth Management

While our primary role is investment management, we believe it is essential to coordinate our clients` investment strategies with their overall financial situation. Often we first meet with their attorneys or accountants to determine their current circumstances and goals. We obtain detailed information about our clients` assets, liabilities, income and expenses. We discuss their short- and long-range goals, assess their tolerance for risk and coordinated investment strategy.                                                                                      

Depth of Knowledge

We have the knowledge and experience in investment and risk management and create strategies, which help to optimize our clients` various goals. We maintain close contact with market and economic trends and we work with attorneys and other professionals that have extensive backgrounds in estate planning and taxation.

Goal Setting       

It seems logical to assume that before one would begin construction of a house there would be a blueprint to guide the process. We work with our clients to develop a plan, which, sets goals and provides benchmarks before the investing process begins or continues.

 Independence   

 We work for the client. As independent financial advisors the overriding principle, which guides all of our actions, is our responsibility to the client. True objectivity is what our clients demand and that is what they get.

Customized Investment Strategies

Each client at DA Financial Advisors, Inc. owns a customized, highly diversified portfolio, which is designed and monitored with an eye to achieving the unique goals and objectives of the investment plan we have developed. We construct a portfolio only after thorough fact-finding and research.

Enduring Client Relationships                                                                                                 

Our orientation and history demonstrate an enduring relationship with our clients. Our modest size allows us to deliver a degree of service, flexibility, and close attention. We are not just a voice on the phone or an anonymous 800 number. In short, we know our clients and are fully accountable for the long-term performance of our clients' investment portfolios.