Demland Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Demland Wealth is a small, state-registered advisory firm that provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm reports managing roughly $30.6 million for about 100 clients and offers tailored services across investment management, retirement and estate planning, tax planning, insurance review, and business planning.
The firm emphasizes strategic asset allocation as the core of its investment approach while also employing tactical shifts, a mix of active and passive vehicles, and a range of analytical methods (fundamental and technical) to construct portfolios. Clients can engage on discretionary or non-discretionary terms, impose reasonable investment restrictions, and receive ongoing monitoring with annual plan reviews and periodic outreach.
Demland Wealth combines investment management with subscription-style ongoing financial planning as well as project-based and hourly planning options, and it describes a hands-on advising process that includes participating in meetings with clients’ attorneys or tax professionals when requested. Notable distinctions include use of both established and newer custodial platforms, an articulated policy of not accepting third-party compensation, and staff credentials and tax-related capabilities that support estate, tax, and faith-aligned planning needs.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001+: 0.30%
$200 per hour (negotiable)
Ongoing Financial Planning: upfront fee $500 - $15,000 plus ongoing annual fee $12,000 (paid monthly), negotiable or waivable
Main office
1125 Ralston Ave.
Defiance OH 43512
Advisors at this office
2
Most active in
Indiana · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jason D
CFP®, EA
Defiance, OH
Demland Wealth LLC
Demland Wealth is a flat-fee, fee-only fiduciary firm helping Christians retire well and give generously. We serve Christian households who are retired or within five years of retirement — typically with $1 million or more in investable assets — combining retirement income planning, proactive year-round tax strategy, charitable giving, and Biblically Responsible Investing into one comprehensive plan. Our team holds the CFP®, Certified Kingdom Advisor® (CKA®), and Enrolled Agent (EA) credentials, so tax planning is a core competency, not an afterthought. Clients pay one transparent flat annual fee that doesn't increase as their portfolio grows — no commissions, no product sales, no conflicts of interest. Based in Defiance, Ohio, we work virtually with families across the country. A lot of advisors try to be all things to all people — we don't. Our expertise is helping Christian families make the most of what God has entrusted to them, before and during retirement.
Noah B
Series 63, Series 66
Defiance, OH
Demland Wealth LLC
Noah Buttermore is a financial advisor at Demland Wealth LLC with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Demland Wealth, he worked at Fidelity Investments and held roles in various industries including automotive and accounting. Demland Wealth is a state-registered advisory firm serving individuals, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management and comprehensive financial planning. The firm focuses on strategic asset allocation complemented by tactical adjustments and combines active and passive investment vehicles alongside fundamental and technical analysis.
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