Since 2004, the DGL Advisory Group has been dedicated to offering independent investment advice. Our
valued clients have direct communication with investment decision-makers, avoiding the typical sales-
focused approach of large firms. We are steadfast in our commitment to constructing personalized
portfolios of individually selected stocks, ETFs, and bonds designed to meet our clients’ objectives.
 

Our investment approach provides our clients with a high level of transparency. You will always know
what you own and why you own it.
 

DGL’s structural independence is our greatest asset. We have the ability to analyze freely, question the
status-quo, and act upon our ideas on your timeline.
 

We act as trusted counsel to business owners, affluent families, corporate executives and charitable
foundations on all matters financial. We coordinate with tax advisors, trust and estate attorneys, and
other professional advisors to ensure that your investments are managed tax-efficiently and that your
portfolio is structured in a way that fits your needs and lifestyle.