A complete list of active advisors currently associated with DABK Financial Planning Services

Warmer can help you find a great advisor at DABK Financial Planning Services or one who fits your needs even better.

DABK Financial Planning Services provides fee-only financial planning and investment advice through one-time projects and ongoing engagements, addressing general or specific planning issues for clients who are typically hands-on in implementing recommendations. The brochure notes the adviser commonly helps clients select a suitable mix of mutual funds and ETFs and does not sell investment products or accept third‑party compensation. The firm’s approach is non‑discretionary and research‑based: recommendations are delivered on an hourly or flat‑fee basis rather than as a percentage of assets under management, the adviser takes no custody or discretionary authority, and strategies avoid high‑frequency trading. For ongoing engagements, portfolios are reviewed at least twice annually while many client relationships remain project‑focused. Distinctive for a solo independent adviser, the firm’s reported client base extends beyond individuals to a broad set of institutional and organizational types — including banking and thrift institutions, insurance companies, pension or profit‑sharing plans, corporate clients, charitable organizations, state or municipal entities, sovereign wealth funds and other investment advisers — while retaining primarily non‑discretionary, implementation‑by‑client advice. The adviser is a member of NAPFA, maintains a full‑time engineering career outside the practice, and does not accept performance‑based fees.

To learn more about the advisors currently working at DABK Financial Planning Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.