Live Your Values, Not Someone Else's

Financial decisions are personal, and they’re yours alone. We can help you organize your financial affairs to define and affirm what matters to you — and what you want to do with your life.

 

Live Your Values, Not Someone Else's

Financial decisions are personal, and they’re yours alone. We can help you organize your financial affairs to define and affirm what matters to you — and what you want to do with your life.

OVER 20 YEARS OF
INDUSTRY AND
ACADEMIC EXPERIENCE

We are a fee-only financial planning and investment management firm serving clients in the Newark, Delaware area (in-person) and beyond (virtually).

Our mission is to empower our clients to bring their financial goals within reach by providing sound unbiased financial advice, anchored through a planning process with discipline, direction, education and expertise.

Fee-only means just that: we do not make commissions or sell products. Our goals are your goals.


FINANCIAL PLANNING

An ongoing service that helps you identify your goals and provides actionable steps to achieve them.

INVESTMENT MANAGEMENT

You work hard for your money. We make sure it’s doing the same for you.

FINANCIAL FOUNDATIONS

Financial education and advice designed to help tackle debt.

WHO WE ARE


Have you ever left everything behind and restarted your life in a new place? Perhaps you’ve asked yourself questions such as “How do I understand the financial maze of my adopted home?” or “How can I afford moving my parents to live with me and retain the option of retiring in my hometown?”

We too, had those questions, and now we help busy immigrant professionals and millennials navigate their own paths to financial success.

WHY DAS FINANCIAL HEALTH


CUSTOMIZED ADVICE

We don’t believe in a one-size-fits-all model. The information that we recommend is unique to our clients’ situations.

A CONSULTATIVE APPROACH

Our job is not done once we’ve analyzed your situation and provided an appropriate recommendation. Instead, we work together long-term to help implement that advice and see it through to fruition.

FLEXIBILITY

Whether you prefer to meet in-person, over the phone, or by videoconference, we have the resources to make it happen.

Money may not bring happiness, but lack of it will make you unhappy.

Talk to us today to develop a plan to reach your goals.

PROUDLY AFFILIATED WITH


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