A complete list of active advisors currently associated with Daus Financial Group, LLC

Warmer can help you find a great advisor at Daus Financial Group, LLC or one who fits your needs even better.

Daus Financial Group, LLC provides investment advisory and financial planning services to individuals and high‑net‑worth clients, and also offers company‑sponsored retirement plan consulting and access to private investments for accredited investors. The firm delivers advice through its investment advisory representatives and may recommend third‑party managers using the Envestnet platform. DFG’s investment process is tailored to client objectives and incorporates asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies while emphasizing suitability to time horizon and risk tolerance. Although the firm can provide discretionary management and supervises third‑party advisors, its reported assets under management ($270,510,000) are held entirely in non‑discretionary arrangements while TPAs may be granted discretionary authority over portions of client portfolios. Compared with many peers, DFG publicly discloses predecessor performance and incorporates client testimonials in its advertising, practices that are uncommon among supported advisors, and its representatives are licensed insurance agents who may offer commissionable insurance products (insurer activity is limited to under 10% of representative time). The firm, SEC‑registered in March 2023, reports substantial AUM with a small advisory team and serves as a 3(21) retirement‑plan adviser while generally not taking full custody or proxy‑voting authority for client assets.

To learn more about the advisors currently working at Daus Financial Group, LLC, 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.