Our Core Values


We have been in business for over 45 years because we are doing the right things at the right time for each of our clients.  We understand each client has his/her unique goals and we custom tailor solutions to specifically fit each goal.


We are a second generation planning firm and are committed to building a stronger company for future generations.  We value family. Our team at DH Financial is our extended family.  We value and care about each other and support one another to be the best we can be.


We believe strongly in lifelong learning.  In valuing our team members' strengths, we encourage further education in their professional pursuits knowing that each team member is responsible for his/her own professional, as well as personal successes.



Our commitment to our clients is paramount.  We take our obligations very seriously in completing the job we begin and to ensure our clients' satisfaction  always remembering that they are the reason we are in business.


We believe in continuous improvement for our entire team. We go beyond just keeping our clients satisfied.  We are always looking for innovative ways of improving our processes.