DBK Financial Counsel, LLC

DBK Financial is a fee-only firm providing private wealth management services to high-net-worth individuals and families. With over 20 years of professional wealth management experience, we help investors manage their wealth using a prudent investment approach founded in academic research.

Our goal is to provide clients with exceptional experience and resources combined with independent and objective advise. We believe capital markets are priced efficiently and therefore, attempts at stock picking and market timing are misguided. We believe the best way to invest is to capture market returns through proper globally diversified asset allocation and a low-cost indexed investment strategy.