Dbk Financial Counsel,

Investment Management · 2 Employees
Phone Number: +1 330-923-3038
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About
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.
Year Founded
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Industry
Investment Management
HQ Location
198 West Portage Trail Extension, Suite 105 Cuyahoga Falls, Ohio 44223, US
Keywords
Investment ManagementTax PlanningEstate PlanningRetirement Planning
Location
  • 198 West Portage Trail Extension, Suite 105 Cuyahoga Falls, Ohio 44223, US

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andywarhol@dbkfinancial.com
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andy@dbkfinancial.com
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