DB & C Advisors, LLC logo

DB & C Advisors, LLC

Updated today

Client AUM

$211,087,021

Clients

323

Advisors

10

of 11 employees

About

DB & C Advisors provides financial planning, consulting, and investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business clients. The firm manages assets on both discretionary and non‑discretionary bases and also advises on variable life/annuity products, 529 plans, and employer‑sponsored retirement plans, often using independent managers or sub‑advisers for portions of client portfolios.

The firm tailors its services to clients’ stated objectives and risk tolerances, with ongoing monitoring and at least quarterly reviews for managed accounts. Investment analysis uses a mix of fundamental, technical, and cyclical methods, and the firm may implement strategies that include options, private placements for accredited investors, and allocations to third‑party managers.

DB & C’s structure includes relationships that are uncommon among peers: several supervised persons are principals of a related certified public accounting firm (DeBoer), and those individuals provide pension consulting and third‑party administrator services to employee benefit plans, arrangements the brochure discloses as potential conflicts. The firm also provides investment advisory and administrative services for Raymond James‑sponsored donor advised funds and discloses it receives a portion of the DAFs’ internal administrative fees.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Percentage

up to 2.25% annually (negotiable based on various factors)

Commissions

Commission arrangements for insurance products offered by certain Advisory Affiliates (not direct fees from clients)

Project-based

Generally $220 per hour for financial planning and consulting services

Other

Fee-only: Generally $220/hour for financial planning and consulting services (negotiable)

Main office

355 Settlers Road, Suite 310

Holland MI 49423

Advisors at this office

10

Most active in

Florida · Louisiana · Michigan · Texas

Also doing business as

Db & C Advisors, LLC · Db&C Advisors, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Douglas P

Series 65

Holland, MI

DB & C Advisors, LLC

Douglas Plamondon is a financial advisor with DB & C Advisors, LLC, holding a Series 65 designation and 16 years of industry experience. He has been with DB & C Advisors since 2011 and is also associated with Deboer, Baumann & Company, a CPA and tax preparation firm, where he has involvement beyond investment activities. DB & C Advisors provides financial planning, consulting, and investment management services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm uses a variety of investment analysis methods and offers tailored portfolio management with ongoing monitoring and regular reviews.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Bradley W

Series 65

Holland, MI

DB & C Advisors, LLC

Bradley Weber is a financial advisor at DB & C Advisors, LLC and holds the Series 65 designation. He has been with DB & C Advisors since 2025 and has prior experience at De Boer Baumann & Company dating back to 2011. DB & C Advisors provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a variety of investment strategies and regularly reviews client portfolios to align with their objectives and risk tolerance.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

George G

Series 66

Holland, MI

DB & C Advisors, LLC

George Gardner Jr. is a Series 66-credentialed financial advisor at DB & C Advisors, LLC with 27 years of industry experience. He has been with DB & C Advisors since 2011 and previously worked at LPL Financial. Gardner is also a partner at DeBoer, Baumann & Company PLC, an accounting firm. Additionally, he is involved in the ownership, installation, and management of solar equipment through DB&C Solar in Holland, MI. DB & C Advisors provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm customizes services based on clients’ objectives and risk tolerances, employing a variety of investment strategies and maintaining ongoing portfolio reviews.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Kaileigh E

Series 63, Series 66

Holland, MI

DB & C Advisors, LLC

Kaileigh Eddy is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at DB & C Advisors since 2016, following seven years at LPL Financial. Eddy is also a senior manager at DeBoer, Baumann & Company, PLC, a full-service CPA firm offering tax, consulting, and financial statement services. DB & C Advisors provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a varied investment approach, including fundamental, technical, and cyclical analysis, and incorporates strategies such as options and private placements tailored to clients’ objectives and risk tolerances.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Shannon S

Series 63, Series 66

Holland, MI

DB & C Advisors, LLC

Shannon Simon is a financial advisor with DB & C Advisors, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at DB & C Advisors since 2018 and previously held roles at LPL Financial and Securities America. Simon serves as chairman of the board for Grand Rapids AMBUCS, an organization that provides mobility devices to individuals with mobility challenges, and is a participating member of the Grand Rapids Round Table. DB & C Advisors offers financial planning, consulting, and investment management services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a blend of fundamental, technical, and cyclical investment analysis and employs independent managers or sub-advisers as part of its tailored investment approach.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Daniel O

CFP®, Series 63, Series 65

Holland, MI

DB & C Advisors, LLC

Daniel O'Mealey is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has worked at DB & C Advisors, LLC since 2011 and previously spent ten years at LPL Financial. DB & C Advisors provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm uses a blend of fundamental, technical, and cyclical investment analysis and may incorporate strategies such as options and private placements, tailoring its services to clients' objectives and risk tolerances.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Jonathon C

Series 65

Holland, MI

DB & C Advisors, LLC

Jonathon Coffey is a Series 65-licensed advisor with DB & C Advisors, LLC, based in Holland, MI, with one year of industry experience. He is also a partner at De Boer, Baumann & Company, PLC, an accounting firm affiliated with the investment advisor, where he spends more than half of his time during trading hours. Additionally, he holds a partnership in DB & C Solar, a business involved in owning and renting solar panels. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm utilizes a combination of fundamental, technical, and cyclical investment analysis methods and often engages independent managers or sub-advisers to manage client portfolios.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Mark V

Series 66

Holland, MI

DB & C Advisors, LLC

Mark Veenstra is a financial advisor at DB & C Advisors, LLC with 26 years of industry experience. He holds a Series 66 designation and has been with DB & C Advisors since 2011, previously working at LPL Financial and Deboer Baumann & Company. Outside of advisory work, he is involved in the ownership, installation, and management of solar panels on DeBoer, Baumann & Company property. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm uses a range of investment strategies and independent managers tailored to clients’ objectives and risk tolerances, with ongoing monitoring and quarterly reviews.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Jacob R

Series 65

Holland, MI

DB & C Advisors, LLC

Jacob Reemtsma is a financial advisor at DB & C Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience in various roles including Andy Mast Greenhouses and Walters Gardens Inc. DB & C Advisors offers financial planning, consulting, and investment management services to individuals, trusts, charitable organizations, and business clients. The firm uses a combination of fundamental, technical, and cyclical investment analysis and employs a range of strategies including options and private placements, tailoring services according to client objectives and risk tolerances.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Steven D

Series 65

Holland, MI

DB & C Advisors, LLC

Steven Darrow is a financial advisor with DB & C Advisors, LLC, holding a Series 65 designation and five years of industry experience. He is also a partner and owner of DeBoer, Baumann & Company PLC, a tax preparation and accounting firm. Additionally, he is involved with DB&C Solar, LLC, which focuses on the installation and management of solar equipment. DB & C Advisors provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business clients. The firm employs a variety of investment strategies and offers services tailored to clients’ objectives and risk tolerances.

Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management
View complete list of advisors at this firm
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