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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Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Ascertaining the value of your business is important for a variety of reasons.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Read this overview to learn how financial advisors are compensated.
Technology tips to make your next trip even better.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Making the most of surprises is a great reason to work with us.
Pundits say a lot of things about the markets. Let's see if you can keep up.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
$1 million in a diversified portfolio could help finance part of your retirement.
Women must be ready to spend, on average, more years in retirement than men.