A complete list of active advisors currently associated with DBK Financial Counsel, LLC

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

DBK Financial Counsel serves primarily high‑net‑worth individuals and provides ongoing portfolio management along with comprehensive financial planning services that can include investment, tax, retirement, college and debt planning. The firm manages portfolios using a mix of equities, fixed income, mutual funds, exchange‑traded funds (including precious‑metal ETFs), treasury inflation‑protected bonds and non‑U.S. securities. DBK prepares individualized Investment Policy Statements and generally manages accounts on a discretionary basis, conducting regular reviews to align allocations with each client’s goals and risk tolerance. The firm’s investment process draws on fundamental and technical analysis and modern portfolio theory, follows a long‑term trading approach, and may occasionally employ options, margin or short‑sale strategies. A notable disclosure in the brochure is that the firm’s principal maintains a part‑time law practice through an affiliated legal entity, and clients may be offered legal services from that affiliation; the brochure states this creates potential conflicts that are disclosed and optional. DBK also reports roughly $199 million in assets under management across a modest client base, recommends Schwab Institutional as custodian, and does not participate in wrap fee programs.

To learn more about the advisors currently working at DBK Financial Counsel, 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.