Partnered Approach:

We approach each situation as a team, or partnered approach, and prioritize personal interaction, responsiveness, detailed processes and collaborative expertise. We believe this provides the greatest impact for individuals and businesses.

In 2006 we founded DDMP Investment Advisors to live out our commitment to setting a standard of service that clients should expect from their financial advisors. We pioneered a service model we call the partnered approach, which helps ensure you get the benefit of dual insights into building strong financial outcomes for your specific goals, needs and risk tolerance. Today, we bring over 125 years of combined industry experience to inform and empower you to make financial choices you can feel good about.

With our focus of service, we become wholly partnered with you and your end goals become our top priority. With our characteristic responsiveness and collaboration, we work with you to design an Investment Policy Statement and detailed financial plan designed to help you reach your long-term financial goals and mission objectives. We’ll document and inform you on every step of the process, and we’ll monitor your portfolio’s progress relative to your goals.

We are strategically paired at DDMP so that there are two partners monitoring your plan strategy and assets throughout your partnership with us. You benefit from dual insights and double the commitment to our relationship with you. Each partner is equally dedicated to your business, which means each partner is equally dedicated to your investments.