Client-Centered, Unbiased Financial Planning and Guidance
As a comprehensive financial planning and asset management firm, we have the necessary experience and professional training to understand how changing one aspect of a person’s financial plan can impact all the others. Our services include tax planning, estate planning, retirement and other long-term planning, insurance and risk management, small business planning, and situation-specific planning.
It Begins with You
Our firm is deeply committed to understanding and fulfilling our clients’ needs and offers unbiased, comprehensive solutions. As a team-oriented, fee-only registered investment advisor, Diesslin Group, Inc. only receives payment for the services we directly provide our clients. This philosophy aligns our interests with our clients and allows us to offer completely objective advice unfettered by outside interests.
Independent, Fee-Only Asset Management and Financial Planning
Diesslin Group, Inc. is a private and independent financial services provider that serves individuals and families, small business owners, estates, trusts, endowments, and foundations. We develop personal and lasting relationships with our clients and provide unbiased financial guidance and portfolio management, ensuring that our clients’ interests are always our foremost priority.
Fundamentals-Based, Conservative Portfolio Management
We use a fundamentals-based, conservative approach to develop globally diversified portfolios that are customized based on each client’s investment needs. We allocate and diversify each client’s assets among various asset classes and individual investments using a range of securities, including individual equities and bonds, as well as passive and actively managed, no-load mutual funds, closed-end funds, REITs, and ETFs. We also offer access to alternative investments to interested and qualifying investors.
Fee-Only Financial Advisory Firm
Why Diesslin Group, Inc.?
Objective and Unbiased
Diesslin Group, Inc. is a fee-only financial advisory firm. We provide financial planning and wealth management services to individuals and families, small business owners, estates, trusts, endowments, and foundations. We do not sell products or receive commissions of any kind, which allows us to provide objective and unbiased financial planning and investment advice. We are also independent and privately owned, which allows us to make our clients our first priority.
Excellent Wealth Management and Customized Financial Solutions
We help clients protect and enhance their wealth, empower their family values, develop portfolios that reflect their investment and income needs, and achieve their financial goals. We are able to interface with our client’s existing professional advisors, as well as leverage our broad network of attorneys, accountants, pension plan administrators, insurance agents, etc., in order to implement and maintain customized financial solutions for our clients.
We Provide Customized Financial Solutions and Investment Management To:
- Individuals, Couples, and Families
- Family Entities and Trusts
- Small Business Owners
- Charitable Foundations and Endowments
to learn more about our financial advisory and asset management services