Company

DLA Financial is a fee-based financial planning and investment management firm dedicated to serving individuals, families, and business owners. Our team excels in providing personalized strategies tailored to your unique needs through a collaborative seven-step Values Based Financial Planning process. We believe that clear values lead to smarter financial decisions. Our mission is to consider all aspects of your personal and financial situation to align your financial strategies with your core values, helping you achieve your most important goals.

If you have any questions about your current financial situation or wish to schedule an initial no-obligation/no cost consultation,  send us an email or give us a call at (419) 491-0090.For each of our clients DLA Financial strives to help create financial stability with a personalized and objective financial strategy. We serve people who wonder about what they should be doing now with their retirement finances. You may see retirement as a long-term goal, may be facing retirement in the not so distant future, or are already retired. We take the time to listen to what and who you value most, discuss what you want to accomplish and determine where you stand now. And then, we design, implement and monitor a plan that seeks to accumulate, grow and preserve the resources to pursue your goals. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (419) 491-0090.

DLA Financial will take the time to listen to what and who you value most, discuss what you want to accomplish and where you stand now. We then will design, implement and monitor a personalized financial strategy designed with the goal to accumulate, grow and preserve the resources to pursue your goals. Not only will you find our team members knowledgeable, but you will also discover that our staff is committed to independence and excellence. We are committed to providing solid, collaborative advice, unparalleled client service, meaningful and timely research and easy access to value added investments.

DLA Financial is based on "the golden rule". We treat our clients like we would want to be treated. Our integrity is one of the most precious commodities we have to offer and our focus is on doing what is right for each client.