DJG Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$89,989,011
Clients
194
Advisors
3
across 2 offices
About
DJG Financial Services provides personalized financial planning and discretionary investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses. The firm implements portfolios primarily with stocks, exchange‑traded funds, mutual funds, and bonds and does not sell commissioned insurance or annuity products.
The firm’s investment approach centers on strategic asset allocation and a buy‑and‑hold orientation, with client goals documented in written records or Investment Policy Statements and trades executed under a limited power of attorney. DJG offers ongoing review and reporting, limited‑scope hourly planning, and uses third‑party research and reporting tools (Morningstar, Black Diamond) and custodians such as Charles Schwab, Dunham Trust, and Capital Group/American Funds.
What is noteworthy for this small team is that DJG offers access to a third‑party Asset Allocation Program that allows certain qualified clients to elect performance‑based compensation, a structure the firm discloses as a potential conflict and that is uncommon among peers. The firm also has an affiliation with an accounting practice—one owner is an owner of D.J. Gustafson & Co., CPA PC—and some clients overlap between the firms, though DJG reports no fee‑sharing; DJG reported about $93.2 million in discretionary assets under management as of December 31, 2025.
Client services
Expertise
Fee options
$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001 - $2,500,000: 1.00% annually Above $2,500,000+: 0.85% annually
Generally $350 per hour for limited scope engagements, negotiable
10% of total net increase in market value using high-water marks, charged monthly and billed quarterly for qualified clients in Dunham Asset Allocation Program
Fee-only: Hourly fee generally $350 per hour, negotiable
Main office
See office775 Pleasant Street, Suite 5
East Weymouth MA 02189
Advisors at this office
2
Offices (2)
Most active in
Connecticut · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Donald G
PFS™, Series 65
East Weymouth, MA
DJG Financial Services, Inc.
Donald Gustafson is a financial advisor at DJG Financial Services, Inc. with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Gustafson has worked at DJG Financial Services since 2003 and also maintains a longstanding role at D.J. Gustafson & Co, CPA PC since 1986. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach with a buy-and-hold orientation, utilizing fundamental and technical analysis supported by third-party tools and offers a performance-based fee option through the Dunham asset allocation program.
Raymond C
CFA®, Series 63, Series 66
East Weymouth, MA
DJG Financial Services, Inc.
Raymond Childs is a CFA® charterholder with 16 years of industry experience. He is currently with DJG Financial Services, Inc., where he has worked since 2021. His prior roles include positions at Shorepoint Capital Partners LLC and Able Capital Management, LLC. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension plans, trusts, charitable organizations, and small businesses. The firm employs a long-term, strategic asset allocation approach with a buy-and-hold orientation, utilizing fundamental and technical analysis and offering a performance-based fee option for qualified clients.
Thomas C
Series 63, Series 65
Darien, CT
DJG Financial Services, Inc.
Thomas Childs is a financial advisor at DJG Financial Services, Inc. with one year of industry experience. He previously worked at Santander Bank, NA for eight years and MUFG for one year. DJG Financial Services provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm follows a long-term, strategic asset allocation approach using stocks, mutual funds, ETFs, and fixed-income securities, and offers a performance-based fee option alongside a connection to an accounting practice.
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