We spend a lifetime working and saving for the future.

The vision for DLAK began with Rob Koscik. He learned every aspect of the financial services industry while working for the Fidelity and Charles Schwab for over a decade.

While they are reasonably priced with minimal conflicts of interest, he also spent a segment of his career servicing the largest money managers in the local area who housed their monies at Schwab, who were not reasonably priced, but were built to provide much more personalized relationships to their clientele.

Although we respect everyone’s hard work, Rob came to the conclusion that that our peers were either charging too much or doing too, and in most instances…both.

When he started DLAK in 2005, he was committed to dragging the industry to where it needed to be:

• Away from high cost proprietary products
• Away from financial products that give a large commission
• Away from cookie cutter advice and model portfolios
• Understand the client’s entire financial situation and goals and build a firm with all the breadth and depth to support you in every aspect of your financial well being

Was Rob a visionary? Well…we think so. From his initial inspiration, we have grown to a team of more than 10 people committed to not just being top tier money managers, but helping clients through all of life’s financial decisions, such as:

• Tax Planning
• Philanthropic/Charitable giving
• Estate Planning
• Transferring wealth through generations and keeping it within the family
• Business Succession Planning
• Insurance

And doing all of this with the mission of putting the client first. We commit to responding to all client questions and inquiries within 24 hours, make certain that all clients are dealing with the most qualified advisor for their need and to make the process fun. It’s your wealth and your future, we want you to be as excited about it as we are!