We believe trust can only be earned when we are close to our clients, understanding their needs and experiencing, firsthand, the impact of our decisions. That is why our leadership and Associates work and live in the communities we serve, bringing world-class expertise to the local level. When financial needs are complex, a personal, hands-on approach (not decision-making in a distant, corporate HQ), ensures no details are lost in translation.
Our Central IL office is located, quite literally, next to a path to peace of mind, in a beautiful nature preserve. In the beginning, our client base was largely made up of “millionaires next door” – hardworking people who built careers, businesses and family wealth by sheer determination and sweat equity. Today, our clients are more diverse than ever, but that Midwestern work ethic and undying determination remain consistent traits in our team members and every individual and institution we serve.
In 1998, we opened our Central Florida office after receiving a growing number of referrals in the area. A DVI client relocated to Winter Park and shared with his business associates the level of expertise and service he received from us. Before long, we knew we found our second home. In keeping with our hands-on approach, we built a local team specializing in complex financial strategies and became part of the fabric of the Winter Park community.
