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.
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Click image above for most recent DAG Quarterly Newsletter.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Knowing the rules may help you decide when to start benefits.
Healthy habits are one of the greatest gifts to give your child.
Six overlooked tax deductions to help manage your tax bill.
This worksheet can help you estimate the costs of a four-year college program.
Here’s a guide to explain all the parts of Medicare.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Women must be ready to spend, on average, more years in retirement than men.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here are five facts about Social Security that might surprise you.