Our team consists of highly skilled professionals who are dedicated to staying at the forefront of industry trends, continually expanding our knowledge to serve our clients better.

We believe in open and clear communication, maintaining the highest standards of honesty and authenticity while fostering transparency and accountability in our interactions.

CONTINUITY AND STABILITY

As a third-generation family-owned firm, we offer a sense of continuity and stability. Our longstanding presence in the industry reflects our commitment to building enduring relationships with our clients, providing consistent guidance and support over the long term.

Daneen Weaver Wealth Advisor

Strategic Alliances

  • Founded in 1946; Privately held for more than 75 years.
  • Serves more than 50 million individual investors.
  • More than 74,000 associates across the globe.
  • Assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion. (as of 12/31/2023)

 

Fidelity Investments® (“Fidelity”) is an independent company, unaffiliated with the third-party providers listed. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered trademark of FMR LLC. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1130759.1.0

  • A premier platform for data aggregation, portfolio analysis, trading, and client-centric reporting.
  • Over $5 trillion in assets are managed on Addepar by wealth advisors, multi-family offices, institutions, and endowments.
  • Daily processing of more than 7 million custody accounts.

  • DPL Financial Partners specializes in partnering with RIAs for the management of their legacy annuity portfolios.
  • DPL also offers a comprehensive suite of fee-based annuity options tailored to meet the continuous needs of clients.
  • They operate and conduct business under the name Johnstone Brokerage Services, LLC.

  • Founded in 1962; public since 1983.
  • Approximately $1.28 trillion in client assets.
  • Approximately 8,700 financial advisors.
  • Equity research coverage of more than 1,050 companies.