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.
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Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
When to start? Should I continue to work? How can I maximize my benefit?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Can you keep up with your children’s mobile slang?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Currency has been around for a long time. Here’s a quick history lesson.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A bucket plan can help you be better prepared for a comfortable retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial advisor about changes in your situation.