Welcome to Disciplined Advisors Group
We’re here to help you achieve your financial goals, manage your money and ultimately, better your life.
Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process.
We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. Our client's portfolios are constructed using efficient, low cost investment vehicles such as Vanguard ETFs and Dimensional Funds (DFA).
We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive.
We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than five decades of investment experience. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.
At Disciplined Advisors Group – trust, commitment and caring make up the foundation that provides services to our clients.
Click picture below to view Forbes Magazine profile of DAG.
Click image above for most recent DAG Quarterly Newsletter.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Protect yourself against the damage that your homeowners policy doesn’t cover.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
An inside look at how marginal income tax brackets work.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What does your home really cost?
What are your options for investing in emerging markets?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.