As a fiduciary, we begin every relationship with a conversation to help you identify and prioritize which goals matter to you. Whether it’s transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing ongoing advice and guidance to help you stay informed - we start by listening to learn more about YOU.

What We Do

Utilizing industry leading research, technology and software - we have a wide range of capabilities including but not limited to:

If you have at least $500,000 of combined investable assets and you’re interested in enhancing your wealth, call us to schedule a financial checkup.

“Plans are nothing; planning is everything.”

— Dwight D. Eisenhower

We do not advocate packaged products such as mutual funds, ETF’s (exchange traded funds), UIT’s (Unit Investment Trusts) & annuities due to excessive hidden fee’s and lack of transparency. Our clients not only know exactly what they own, but what they are paying.
We do not charge commissions. As a fee-only Registered Investment Advisor and fiduciary, our fees are structured as an incentive to grow client money over the long term. When/if the market is down, so is our income; that’s why we’re proactive instead of reactive.
We do not charge a separate financial planning fee for clients that meet our minimum AUM criteria. If this criteria is met, clients receive our blended service offering for a single AUM fee that corresponds with the DDIMG LLC fee schedule.
We do not utilize speculative or high risk securities. We are passionate about dividend paying, large-cap value oriented equities with a history of increasing dividends year after year. We then balance out the risk with a fixed income (corporate/municipal/treasury) component providing additional income to re-invest for long term capital appreciation and compounding.