DH Consulting Group of Raymond James
Our Firm in the Press
The PLANADVISER Top 100 Advisers
FEATURED IN
Forbes Magazine
Helping Plan Participants Retire With Dignity

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Top Financial Advisers 2016

Retirement Plan Adviser Large Team of the Year Finalist

Comprehensive client support personally delivered

There are powerful players in the retirement plan category where your needs and requests are often delegated to some unfamiliar staffer in a satellite office. We take the converse approach. While we possess the depth and breadth of experience you seek, we are more personal and boutique-sized by design. When you retain the services of the DH Consulting Group, the senior-level people you have met initially are the same individuals who help you manage your plan on a daily basis. The rapport and relationship we have with you means we are always there when you need us, and even proactively respond to what these needs will be.

Your plan participants have access to our team at all times and can always call to ask questions. Participants also have the ability to develop their individual financial plan at no cost. As a plan sponsor, you also receive a high level of service and receive quarterly written performance analytic reports, quarterly investment performance meetings and access to our team at any time.

Contact our Office

9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions  

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