Group photo of DBF Wealth Management Group from Stifel

Our Approach

Taking a holistic approach to investing, we believe in creating highly personalized investment plans for our clients’ needs, wants, and financial goals. We assist our clients with asset allocation, retirement planning, and retirement distribution strategies. One of our top priorities is building relationships through trust and communication. With a deep understanding of both our clients and the markets, we provide tailored investment strategies to help them pursue their financial goals.

Asset allocation does not ensure a profit or protect against loss.

Forbes’ Best-in-State Wealth Management Teams: 2025

Stifel Congratulates DBF Wealth Management Group for being named to Forbes’ 2025 Best-in-State Wealth Management Teams

Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.