DFG WEALTH MANAGEMENT, LLC

Overview

DFG Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on individual and family clients. The firm acts as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, and selection of outside managers. Its billing arrangements include assets-based fees as well as hourly and fixed-fee engagements. DFG does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm maintains an industry affiliation with an insurance company, which corresponds with its use of annuities in client strategies. As an independent RIA that selects third-party managers, DFG appears positioned to combine in-house advice with externally managed alternative strategies and mutual-fund based solutions rather than running large proprietary product programs.

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Location & Offices