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.