We are fee-only advisors compensated for our knowledge and time through financial planning fees or a percentage of assets under management. We sell no commissioned products. We provide a transparent and holistic approach to financial planning and investment management. We are registered in the state of Oklahoma.
If you live out of state, please let us know, as we will need to either register in your state or meet de minimis exemptions. We provide portfolio management with regular reviews geared toward your investment policy statement. We are proud to be your fiduciary and believe that all financial professionals should hold that standard.
If you live out of state, please let us know, as we will need to either register in your state or meet de minimis exemptions. We provide portfolio management with regular reviews geared toward your investment policy statement. We are proud to be your fiduciary and believe that all financial professionals should hold that standard.
Services
We provide fee-only portfolio management services based on your needs and risk tolerance. We begin by analyzing your current portfolio for fees, asset classes, and level of risk. Then, we create a portfolio for you that will help you meet your financial planning goals. True financial planning is a complex process.
We welcomed him with a Chamber of Commerce Business Before Hours that also gave us a chance to show off our expansion! Every year, Peggy goes to Washington DC with the Financial Planning Association to advocate for client protections and protecting the financial planning profession. D.M. Wealth Management, Inc. celebrated its 10-year anniversary in conjunction with Second Friday Circuit of Art in September.
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