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Not All Financial Planners Are Created Equal.

Unlike other financial planners who may create complexity to validate high fees, we believe our role is to enhance your wealth—not ours.

Sound Financial Advice Considers Your Unique Circumstances.

Our approach revolves around your goals and how we can help you accomplish your vision for the future. So we get to know you through casual yet informative conversations, uncomplicated meetings, and personal care that goes beyond the dollars and cents of your finances.

We Listen

We want to understand your specific financial goals and the personal impact they have in your life.

We Research

Unlike large brokerages or robo-advisors, we never operate on autopilot. We consider many options as we build your unique financial plan.

We Recommend

We believe better guidance leads to better decisions. We help you navigate uncertainty to make the right choice for you.

We Support

We don’t just create financial plans, we build relationships and provide personalized care to every client.

Who We Serve

Over 30 years, we’ve proven that the work, time, and resources required to achieve your goals is often defined by where you are in your financial journey.

Portfolio Management

You have professionals managing your financial, business and legal needs. You also want professional investment management and administration under a flat, fee-only structure stated in dollars, not a percentage of your assets.

This is likely you if...

This is likely the plan you need if you:

  • Need ongoing portfolio management and asset allocation
  • Seek guidance for security selection
  • Desire tax-loss harvesting and portfolio rebalancing
  • Prefer to have access to strategies outside of traditional investment advisor models under their percentage of AUM model
  • Want to consider strategies designed specifically for high net worth individuals

Foundational Planning

You need to build a foundation for your financial plan with a responsive, objective advisor putting your interests first. You seek an experienced advisor with a proven service platform specialized and tailored to your specific needs.

This is likely you if...

This is likely the plan you need if you:

  • Need an advisor who can chart a course for your financial and investment strategies, building the foundation for your financial future
  • Are investing for the first time and need objective advice, not a product pitch
  • Want help understanding and electing employer benefits
  • Need help selecting the right insurance plans and protection strategies (a young professional, single or married, starting a family)
  • Don’t have a will or plan for your estate
  • Need an experienced advisor who is ready to respond to your evolving personal and professional circumstances, knowing they are acting in your best interests, regardless of the size of your portfolio

Wealth Management

You have reached a point in your life where your financial decisions require thoughtful and customized planning with a trusted team of experts and advisors to help guide you through your financial and life decisions.

This is likely you if...

This is likely the plan you need if you:

  • Want a financial plan with conflict-free advice not focused on assets under management or selling products
  • Desire to work with professionals whose experience and fee structure focuses on your best interests
  • Want an advisor who is keenly aware of tax implications and strives to reduce them
  • Believe you should consider private investments to further diversify your current portfolio
  • Want to restructure older investments like life insurance and annuities
  • Wish to assess the concentration of your stock options
  • Need to create liquidity from your business to support your retirement lifestyle
  • Have a blended family with complex estate planning considerations
  • Want a strategy to maximize charitable giving and related tax benefits
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Finance Is Personal. So Are We.

That’s why we care about things like tax impact, related costs, and “understandability” when helping you make financial decisions.

We believe every decision should weigh both short- and long-term benefits and consequences to ensure the best possible path to your goals. And whatever you decide, we will provide support each step of the way.

Pragmatic Advice

You have tangible goals, so we create practical plans to get you from point A to point B, and beyond. And we do so by considering multiple scenarios to find an optimal solution that can be implemented in a cost-effective manner.

Straightforward Answers

We try to talk in language you understand so you can make decisions with confidence. If you have a question, never hesitate to ask, and we promise to give you a no-nonsense answer.

Personal Impact

We understand that every financial decision has a personal impact—on your future, your family, and your legacy. We help you navigate complex emotional situations with rational, reasoned, and empathetic advice.

Specific Recommendations

We don’t just provide options or strategies, we help you choose the right next step for your financial future. And our recommendations will never be influenced by anything other than serving your best interests.

Transparent Financial Planning Is The Key To Building Trust.

We do not mask our fees in seemingly marginal percentages. We do not offer biased advice. And we lay out our qualifications and business practices in detail in our ADV. It’s about full disclosure from day one, so we can create an open and honest relationship that lasts.

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We Make It Easy To Get Started.

At PDS, we keep our process simple so we can focus on building your wealth. Here’s how we’ll get started.

  1. We have a conversation, so we can get to know you and your goals—over coffee, on the phone, or in our office.
  2. We outline the financial services we believe would benefit you, and provide an estimate of cost.
  3. We interactively build a financial plan with you to set a course to help you accomplish your goals.
  4. We help you implement the recommendations we make.
  5. We monitor your progress with regular communication and periodic meetings.
  6. Finally, we adapt to the changes that life throws at you, and revise our strategy when necessary.

Want to know how we can support you?

See Our Plans

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