A complete list of active advisors currently associated with Dessonville Financial Group Incorporated
Warmer can help you find a great advisor at Dessonville Financial Group Incorporated or one who fits your needs even better.
Dessonville Financial Group provides fee-only investment advisory services to individuals, high-net-worth clients, trusts, family-owned investment entities and estates, offering ongoing portfolio management, asset allocation, asset selection and regular portfolio monitoring. Clients engage the firm under an asset management agreement, typically meet a $100,000 household minimum, and grant a limited power of attorney to permit trade execution and fee deduction. The firm employs an actively managed, tactical asset-allocation approach informed by fundamental and qualitative analysis, third-party research and portfolio-management software, using mutual funds, ETFs, individual equities, REITs, master limited partnerships and bonds. Portfolios are generally constructed for long-term holding but the firm may use short-term trades as market conditions warrant, and it manages accounts on both discretionary and non-discretionary bases while relying on custodians for trade execution and custody. Notably, a larger portion of the firm’s assets is managed on a non-discretionary basis — $53,020,000 non-discretionary versus $30,660,000 discretionary as of December 31, 2025 — so clients commonly retain final approval over trades, a practice that is uncommon among similar supported firms. The firm also operates with a small advisory team and discloses reliance on a single senior investment decision-maker, which concentrates investment oversight and factors into its continuity and succession considerations.
To learn more about the advisors currently working at Dessonville Financial Group Incorporated, 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.
Name |
Location |
Years of experience |
|---|---|---|
Omaha, NE
| 32
| |
Omaha, NE
| 32
|
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