Vision & Values

At DAI, we are committed to not only meeting but exceeding our clients’ needs and expectations. Integrity, authenticity and honesty are—and always will be—the hallmarks of our mission. We are unwavering in our commitment to utilize every available resource to help our clients achieve peace of mind related to their future and financial well-being.

We pledge to deeply know and understand our clients. We will advocate for them at every opportunity, striving to deliver focused advice and valuable guidance.

We walk alongside our clients helping to identify potential situations their unique wealth brings. Then, we go to work employing a holistic approach with innovative solutions.

Core Values

Act with Integrity

Uphold the highest ethical standards. Doing the right thing even when no one is watching.

Servants Heart

Approach every interaction with humility, compassion, and a genuine desire to serve.

Purse Growth

Commit to continuous learning, personal development, and striving to be better every day.

G.A.S. Factor

A genuine care, where every team member is fully committed to excellence, the details matter, and strives to make a meaningful impact in all they do.