Our firm eliminates the conflicts of interest that exist with most financial firms: we are not beholden to any bank, brokerage, or insurance company to distribute their in-house products. We adhere to the time-tested philosophy that there are no short cuts to wealth creation: great investing is the result of buying high-quality assets at compelling prices. We specialize in creating and preserving financial peace of mind for clients. Whether you are a business owner or an individual approaching retirement, we can help you reach your financial goals so your focus can be on enjoying life. We bring extensive experience and professionalism to every client and customize our recommendations to support your goals and dreams. Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you. Investment Advisory Services offered through TownSquare Capital LLC, an SEC registered investment advisor. Securities offered through DFPG Investments, LLC. Member FINRA (www.finra.org) / SIPC (www.sipc.org). All named entities are unaffiliated. Social Media Disclosures: http://www.dfpg.com/social-media/