top of page
Disciplined Portfolio Solutions, LLC
An Independent, Fee-Only SEC Registered Investment Advisory Firm
Puts their interests first:
“As a Registered Investment Advisor (RIA), it is our fiduciary duty to act in your best interest."
Understands their specific financial situation:
"We will take the time through face to face meetings to understand you and your specific financial situation."
Offers straight forward advice that reflects their long term goals:
“No Wall Street Jargon."
Recommends investment solutions that best fit their needs:
“Needs based portfolio solution as opposed to product driven agendas."
Uses a fee based structure that encourages unbiased advice:
“A partnership built on achieving a common goal rather than generating commission.”
DPS serves the needs of individual investors and small businesses with a variety of investment goals ranging from; retirement planning, generating retirement income to education planning and other wealth creation and wealth preservation strategies.
Our clients have chosen to partner with us for a number of very important reasons
They want an advisor who:
An Independent Relationship for the Long Term
Managing Principal of DPS.
is an AWMA® Accredited Wealth Management AdvisorSM as well as the Founder and
bottom of page