Florida > Gainesville > DTRT Advisors, LLC.

DTRT Advisors, LLC.

Verified Listing

(352) 371-0046
4040 W Newberry Rd
Suite 950
Gainesville, FL 32607
Category: Finance & Legal:Financing Consultants


About

DTRT Advisors is a Dually Registered Financial Advising firm. First and foremost, DTRT Advisors, LLC. is a State of Florida Registered Investment Advisor providing fee based financial planning and wealth management. We also are associated with Sterling Enterprises Group, FINRA/SIPC as a registered representative. This allows DTRT to provide financial products such as retirement plans, variable annuities, certain oil and gas investments, and non-publicly traded RIETS. Dual Registration allows DTRT Advisors to offer best in class products and services within an open architecture platform.

Over the past 5 years I have been associated with a major insurance / retirement plan company serving the not-for-profit market place. I slowly realized the products, services, and strategies were designed to benefit the insurance company, not the client. I created DTRT to offer my clients the very best in financial services; multiple companies, products, and asset managers assembled to benefit client created strategies, not the financial services companies.


Products And Services

Our specialty is our Financial Planning and Wealth Management Services. DTRT Advisors was founded on the need for independence in advising my clients. We recognize that each client is unique and therefore we offer different solutions based on your needs. This flexibility allows us to provide the best service and most objective advice tailored to each individual client situation. That’s “DTRT” were all about choice, flexibility, and independence.

Our services include wealth acquisition and management, investment portfolio selection, monitoring, management and reporting, retirement planning, estate and legacy planning, risk management, cash flow and income tax planning, charitable planning, and specific wealth creation, preservation and transfer matters.



Languages Spoken

English


Year Founded

2009


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