On behalf of Kevin, Dale, and the entire staff of DW Financial, welcome to our site!

Succeeding in the investment process is as much about preserving capital in bad markets as it is about making money in favorable markets.

DW Financial is a Registered Investment Advisory company which since 2001 has been providing ethical, competent, responsive, client-centered financial services at very competitive fees.

Investment management is done on a fee only basis (no commission products) using only the very best no load mutual funds and fund families. Fund selection is based entirely on what's in the best interest of the client. We are completely independent and objective and, other than using Fidelity Investments as the custodian holding all client assets, are not associated with any fund or fund family. We do not sell annuities or any other insurance products. We do invest our own money in the funds we select for client accounts.

Our sliding scale investment fees are extremely reasonable and include preparation of individual state and federal income tax returns.

In addition to financial planning and money management, our firm also provides:

  • Tax planning and return preparation
  • Real estate brokerage, and appraisal review
  • Insurance planning and evaluation
  • Estate planning assistance and guidance

There is no charge for initial consultations.

Since our founding in 2001 we have achieved a 97% client retention rate.