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9100 West Chester Towne Centre Drive, Suite 355, West Chester, OH 45069

(513) 914-1960
DLAKadvisors@dlakadvisors.com
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Navigate Your Financial Journey with Confidence and Clarity

Our responsibility to our clients comes first. From wealth management to retirement solutions, our insight and sophisticated financial strategies can help make your investment goals a reality.

Financial Planning    Investment Management    Corp Retirement Plans


Investment Management

Investment Management

A distinctive approach, backed by our exceptional qualifications.


Design Using your goals and values to create a portfolio designed to handle the complexities of life.


Management Centered solely on your interests and free from outside bias.

Financial Planning

Financial Planning

Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.


Planning Your financial life isn’t limited to investing, and your advice should reflect the same.


Transitions Helping you manage financial events throughout your life and your business.

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Work With some of the Best

Work With some of the Best

No matter how complex your investing situation is, we can help.

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Our Clients

We maintain strategic proficiency across a broad range of investor profiles.

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

Make an Appointment

Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team consists of seasoned professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and knowledge.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Assess Needs and Goals

Implement personalized strategy taking into account taxes, risk, account registrations, costs. Regularly meetings to review said plan

STEP

2

Determine Goals, Needs, Timeframe, Risk Tolerance, Current Portfolio, Income Sources

Present tailor solution based upon their specific situation what we invest in, why, what products or solutions we will use and why

STEP

3

Implement

Multiple meetings throughout the year to re-evaluate the client's situation and adjust accordingly if needed

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Start Your Financial Journey with Our Advisors

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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