SERVING UNIQUELY SUCCESSFUL FAMILIES

The Dashboard Experience

SUCCESS STORIES*

Mr. & Mrs. Early Retirement

Mr. & Mrs. Early Retirement

Meet Kevin and Laurie

Mr. Cobbler With Holes In His Shoes

Mr. Cobbler With Holes In His Shoes

Meet Dave and Jackie.

Mr. & Mrs. We Need a Family Office

Mr. & Mrs. We Need a Family Office

Meet Steve and Maria.

Ms. Newly Independent

Ms. Newly Independent

Meet Louise.

Dr. & Mrs. Over-Insured

Dr. & Mrs. Over-Insured

Meet Dr. Ben and Sophie.

Mrs. 
Buy-Out

Mrs. Buy-Out

Meet Debbie and Pete.

Second Opinion Service

We passionately believe in the power of Dashboards. To the friends and family of our clients, we are ready and willing to offer our time and expertise to prepare your personalized Dashboard – no cost, no obligation, no gimmicks. Just as one would seek a Second Opinion with any serious health situation, we encourage the same level of diligence with one’s financial health. We are highly confident you will leave our conversations with a clear and actionable plan!

Advisory Relationship

Dashboard Wealth Advisors our team acts as your fiduciary. But what does that really mean?

Fiduciary is a “buzz word” of late. Officially, fiduciary is a legal standard by which investment professionals must employ the highest standard of care when it comes to advising clients on their money, requiring such professionals to put their clients’ interests first.

While acting in a fiduciary capacity is new for many professionals in the financial services industry, it’s not for us. As a CERTIFIED FINANCIAL PLANNER™, Scott has been a fiduciary for the families we serve for almost 20 years. We take this obligation very seriously, and strive to embody its mandate in everything we do. Our commitment is to always put your needs ahead of our own.

At Dashboard Wealth Advisors, we believe the ethical duty of a fiduciary must extend beyond your investments to include all aspects of your financial life. As such, we have taken steps to enhance and surpass the ethical standards set by the Federal Government and the CFP® Board.

  • We refuse to offer any proprietary funds because of the conflicts of interest that they create.
  • We coordinate financial planning, estate planning, investment management, risk management, and tax planning.
  • In 2015 we partnered with Toroso to enhance and improve our process for designing and monitoring strategic and tactical portfolio allocations.
  • Your advisory team is dedicated and knowledgeable, with over 75 years of combined experience.

What You Can Expect From Us

What can you expect from us and our team’s Dashboard Planning Process?

CLARITY IN COMMUNICATION

CLARITY IN COMMUNICATION

Your finances translated into English

We speak clearly, in plain English. We are committed to making sure you understand without a doubt every step we’re taking together and why we’re doing it. If you don’t have total clarity, we won’t take action – period.

CANDOR

CANDOR

We value direct and honest communication

We won’t pull our punches. It’s our fiduciary duty to act in your best interest, and make recommendations that we believe are best-suited for your family. We always cut straight to the truth, even if it’s hard to hear.

KNOWLEDGE

KNOWLEDGE

Not just ours…yours too!

We truly believe we know and understand this industry inside and out. We don’t expect you to learn everything we know – after all, that’s probably why you’re working with us. But we do expect you to have a clear understanding of your finances through your personalized Dashboard. We break down complex investment concepts and industry jargon so that it makes sense to you.

THOUGHTFULNESS

THOUGHTFULNESS

Taking the time to help design your own path to a fantastic retirement

You are unique. Your family’s needs and dreams are unique. So your plan should be unique! We will build a personalized Dashboard for your family and work with you to find appropriate, thoughtful, and creative solutions to any hurdles that may pop up on your journey to financial independence.

ALL-INCLUSIVE TEAMMWORK

ALL-INCLUSIVE TEAMMWORK

Working closely with your CPA, attorney and other professionals

We strive to bring the “Family Office Experience” typically reserved for the Ultra High Net Worth to every family we serve. We collaborate with your CPA, attorney and other professionals you work with to build a cohesive team centered around your family.

DEPENDABLE & STELLAR SERVICE

DEPENDABLE & STELLAR SERVICE

Doing things right the first time

It is our job to take excellent care of you and your family. We never want you to hesitate to call us if you have a question. We strive to take care of anything you need from us quickly, correctly, and with a smile.

STEWARDSHIP

STEWARDSHIP

We respect and honor your trust in us

We understand that together we are planning for your family’s future – we take this responsibility very seriously.

*The examples provided are hypothetical and for illustrative purposes only. They do not represent actual client experiences. Actual results will vary. All investing involves risk and investors may incur a profit or a loss regardless of strategy selected.

Raymond James and its financial advisors do not render advice on tax or legal matters. You should discuss these matters with the appropriate professional.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.