At Disciplined Advisors Group – trust, commitment, and caring make up the foundation that provides services to our clients.
We are focused on your financial well-being and work tirelessly toward one goal: help you achieve financial confidence. As a boutique financial services 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 appropriate strategies for you.
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.
Click picture below to view Forbes Magazine profile of DAG.
Disclosures displayed on the magazine before April of 2022 reflect the requirements from a previous Broker-Dealer - please see footer for new disclosures and how we provide services