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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Duly dedicated to both the business andpersonal side of your life

The DH Consulting Group represents the pairing of two highly experienced financial professionals, Gary Handler and Lisa Detanna. Lisa and Gary have been in the financial services industry for more than 45 years cumulatively. It is a collaboration born out of the services both bring to the table, creating a synergy that is highly relevant and beneficial to the clients they serve.

Gary Handler has the capability of serving as a fiduciary for plan sponsors in a 3(21) ERISA fiduciary capacity, and in certain relationships a 3(38) ERISA fiduciary capacity. He has been consistently recognized by industry publications for offering a high level of service to their plan sponsors.

Lisa Detanna is a Professional Financial Planner and Wealth Management Specialist who provides strategic wealth management guidance to a select group of high-net-worth individuals and families. She serves as a steward for the management and preservation of their wealth, and addresses the full range of their financial priorities, from retirement to estate planning.

They work together with the full support of their dedicated teams, sharing complementary areas of expertise to address every financial matter in a complete and comprehensive manner. To learn more about Gary Handler and Lisa Detanna and their respective teams, visit their individual websites: Gary Handler website | Lisa Detanna website

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  

The "PLANADVISER Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. A subsegment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client's experience, and is not an endorsement, and is not indicative of advisor's future performance. Raymond James is not affiliated with the Financial Times. Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

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