The Vision.

From its inception in 2011, the DFPG vision has remained consistent. DFPG has sought to create a family-like culture, an institutional platform, and an experience that allows wealth management firms to differentiate themselves, maintain their entrepreneurial autonomy, and most importantly, to protect and properly serve investors.

Founded by experienced advisors, DFPG’s leadership team recognized significant gaps in the wealth management and financial services industry. DFPG was carefully constructed to address these gaps. Part of this construction has taken place through proactive industry involvement and participation. Whether it be with the regulatory community, alternative investment industry, financial planning associations, or through legal and legislative influence, DFPG has remained committed to the successful advancement of the financial services industry.

DFPG firmly believes that the opportunities within the wealth management industry have never been greater, and intends to pursue those opportunities in further improving the platform and experience for advisors and their investors.

DFPG Core Values

Management Team.

Michael Bendix

Co-Founder and Chief Executive Officer

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Ryan Smith, CRCP®

Co-Founder and President

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Dan Luke, CFP®

Co-Founder and Principal

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Dave Laga

Partner, Chief Financial Officer, and Director of Due Diligence

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Brad Anderson, CRCP®, MBA

Chief Compliance Officer

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Natina Edgar

Senior Director of Operations

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Brayden Evans

Director of Operations & Practice Management

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Keith Larsen

Vice President of Business Development & Advisor Experience

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Learn more about a partnership.