Diesslin Group, Inc. is a private and independent financial services provider that serves individuals and families, small business owners, estates, trusts, endowments and foundations. We develop personal and lasting relationships with our clients and provide unbiased financial guidance and portfolio management, ensuring that our clients' interests are always our foremost priority.
We use a fundamentals-based, conservative approach to develop globally diversified portfolios that are customized based on each client's investment needs. We allocate and diversify each client's assets among various asset classes and individual investments, using a range of securities, including: individual equities and bonds, as well as passive and actively-managed, no-load mutual funds, closed-end funds, REITs and ETFs.
We use a fundamentals-based, conservative approach to develop globally diversified portfolios that are customized based on each client's investment needs. We allocate and diversify each client's assets among various asset classes and individual investments, using a range of securities, including: individual equities and bonds, as well as passive and actively-managed, no-load mutual funds, closed-end funds, REITs and ETFs.
Services
Our firm is deeply committed to understanding and fulfilling our clients' needs, and offering unbiased, comprehensive solutions. As a team-oriented, fee-only Registered Investment Advisor, Diesslin Group only receives payment for the services we directly provide to our clients. This philosophy aligns our interests with our clients' and allows us to offer completely objective advice unfettered by outside interests.
David H. Diesslin, CFP, is the CEO and founder of Diesslin Group, Inc. Dave founded the firm as Diesslin & Associates, Inc., in 1980 and has provided fee-only financial planning and investment management ever since.
He has been honored for his work as a financial advisor in Worth, Medical Economics, Fort Worth Inc., and Money magazines and has been endorsed by the Consumers' Research Council of America as one of "America's Top Financial Planners."Throughout his professional life, Dave has worked diligently to promote and advance the financial planning profession both nationally and internationally.
He has been honored for his work as a financial advisor in Worth, Medical Economics, Fort Worth Inc., and Money magazines and has been endorsed by the Consumers' Research Council of America as one of "America's Top Financial Planners."Throughout his professional life, Dave has worked diligently to promote and advance the financial planning profession both nationally and internationally.
DG provides comprehensive fee-only financial planning and asset management services to individuals, closely held businesses, trusts, private foundations, and endowments. Our firm is deeply committed to understanding and fulfilling our client's needs, and DG assists clients in developing a self-sustaining financial process.
As financial advisors we feel that we not only have an obligation to be outstanding stewards for our clients, but also for our community. At Diesslin Group we strive to create an ethical framework to enable our employees to cultivate philanthropic initiatives, and ultimately become pillars in our society.
It is common to think of the different elements of financial planning as separate processes, but they are, in reality, deeply connected. As a comprehensive financial planning and asset management firm, our process is designed to gain critical insight into our clients' current concerns, identify financial obstacles and opportunities, and ultimately align their finances with their vision of the future.
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