Broker Check

Discipline, not desire, determines success

You deserve a strategy that adapts to your needs.

Disciplined Advisors Group works to educate and motivate clients throughout the financial planning and investment process, empowering them to make informed financial decisions.

At Disciplined Advisors Group – trust, commitment, and caring make up the foundation that provides services to our clients.

We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private, and exclusive.

We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the Partners' more than six decades of investment experience. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.  

Learn more

What makes us different

With more than 60 years of combined professional investment experience, we believe markets are efficient and investment returns are determined by asset allocation, risk management, and transparency of cost, not manager selection.  

We work to simplify the investment process and remove emotion from investing by offering rules-based investment portfolios that are constructed using efficient, low-cost investment vehicles such as exchange traded funds.  

We do not offer proprietary products and when managing portfolios under an Investment Advisory Agreement, we have a legal obligation as fiduciaries to put the client's needs first.

Learn more

Meet Our Experienced Advisors

Click picture below to view Forbes Magazine profile of DAG.

Have a Question

Thank you!

We’d love to hear from you!