Steve Pease, Dave Smiley and Matt Hoaglin are advisors in the Durango office of Dynamic Wealth Advisors. We specialize in financial planning, retirement planning and investment management. Established in Durango in 2004, we have always offered clients an alternative to the commission or stockbroker world by delivering objective financial advice that is free of ulterior motives.
We pride ourselves in establishing relationships with our clients through full disclosure and build lasting connections through financial education and retirement planning. Rather than basing investment decisions on predictions of which way the debt and equity markets are headed, we believe a wiser strategy is to hold a range of investments that focus on systematic and robust strategies to fit your needs.
We pride ourselves in establishing relationships with our clients through full disclosure and build lasting connections through financial education and retirement planning. Rather than basing investment decisions on predictions of which way the debt and equity markets are headed, we believe a wiser strategy is to hold a range of investments that focus on systematic and robust strategies to fit your needs.
Services
Steve and Dave's practices are focused on providing comprehensive financial planning to Individuals, Families and Small Business Owners. While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
I oversee a comprehensive approach to my clients financial independence. I strive to make certain my clients believe they can sleep well at night, knowing there is a process in place, that is designed to meet their ever changing financial needs. Dave utilizes The Peace of Mind Formula, a process to address the critical financial events that occur as a client's life unfolds and needs evolve.
If your financial life seems to be spinning out of control, you're not alone. Although many professionals may call themselves "financial planners, " CFP professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. Your financial planner should be a trusted partner whom you feel comfortable with and who understands your needs.
With a keen interest in helping people achieve and maintain financial independence, Dave joined Oxford Financial Planners office in 2008. Dave strives to make certain his clients believe they can sleep well at night, knowing there is a process in place, that is designed to meet their ever changing financial needs.
My mission is to help you simplify your financial house so you can focus on the things in life that are more important than money. I am dedicated to helping my clients "Retire Successfully." For still-working clients, it is to assist them to best prepare for a long and confident retirement. For our retired clients, it is to assure that they enjoy the highest possible standard of living.
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