The VISION of Dashboard Wealth Advisors is to help achieve absolute financial security for every family that entrusts us with their financial future by learning their goals, values and dreams.
The MISSION of Dashboard Wealth Advisors is to ensure that nothing is missing from a client’s financial plan by offering holistic, comprehensive advisory services.
The POWER of Dashboard Wealth Advisors is the creation of a customized, personal “Dashboard” for each client family to provide clarity and transparency into every aspect of their financial life.
At Dashboard Wealth Advisors we believe we are obligated to surpass the ethical standards set by the Federal Government and the CERTIFIED FINANCIAL PLANNER™ (CFP®) Board. Our commitment is to put the needs of each client ahead of our own in every circumstance.
The Dashboard is the key tool used to implement, monitor and measure the success of each personalized plan. This enables us to support and challenge each client to take appropriate steps towards helping to achieve both short- and long-term goals.
We believe we can help make your dreams a reality with a high level of expertise and intelligence to develop and implement creative and personalized planning solutions for the pitfalls and hurdles you’ll encounter on your way. When necessary, we will bring in trusted resources to complement our efforts in order to deliver to you the experience of a “Family Office”.
Dashboard Wealth Advisors is committed to providing clarity and transparency about every service we provide. Clients know what we do for them, how we do it and why we do it that way. Our staff is committed to being clear about what each client can expect and how we define superior client service.
We challenge our clients to give back in a way that is effective, impactful, and tax-efficient. At Dashboard Wealth Advisors we put our money where our mouth is. In January 2018 we began our "Giving Back" Initiative where we donate 5% of all profits to charitable organizations that are meaningful to us and our friends and family. We are committed to strengthening our communities, bringing help and hope to our friends and neighbors.