SERVING UNIQUELY SUCCESSFUL FAMILIES

What are you missing & how is it hurting you?

We believe true wealth management transcends the narrow focus of investment management and should incorporate ALL areas of your financial life. It is crucial to understand how the WHOLE picture works together.

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Working out of desire, not necessity

Do you know with 100% certainty how much money you need before you can retire? Probably not, but that’s ok – we’ll help you figure it out. Let’s find your “Number”!

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Building your own investment strategy

We help you develop an overarching strategy to manage all of your investable assets and liabilities to provide for your future.

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The Dashboard

Dashboards are at the core of our wealth management philosophy. The Dashboard is our key tool to compile and track all the components of your finances in an easy-to-understand format.

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Success Stories

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

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We Help You Gain Clarity and Control Over Your Financial Future

OUR VISION

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.

OUR MISSION

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.

OUR POWER

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.

YOUR DASHBOARD

Dashboards are at the core of our Wealth Management philosophy. The Dashboard is our key tool to compile and track ALL of your finances in an easy-to-understand format.

YOUR SUCCESS STORY

Your personalized Dashboard can provide clarity and transparency into every aspect of your financial life. See how the power of Dashboards could impact your future.

YOUR FIDUCIARIES

We are your fiduciaries. We are your dedicated and knowledgeable advisory team with over 75 years of combined experience. Meet the pillars of the Dashboard Planning Team!

OUR DASHBOARD PLANNING PROCESS

We believe true wealth management transcends the narrow focus of investment management and should incorporate ALL the components of your financial life.

Through our Dashboard Planning Process we will consistently challenge you to make tangible progress towards achieving your goals.

CONSOLIDATE // We will inventory everything related to your finances onto your one-page Dashboard.
PRIORITIZE // We will color-code your Dashboard Items so you know what requires your focus.
EXECUTE // We track progress and/or changes related to your Dashboard so nothing falls through the cracks.

Together we will forge your path to financial independence the right way, with a clear understanding of what it will take to get there.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Dashboard Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.