Integration That Enhances Judgment
The foundational emphasis on tax and accounting remains essential to how we support clients. We leverage that legacy to deepen insight and enhance alignment across disciplines. Practically, this means evaluating decisions in the context of both financial outcomes and broader life goals, so strategies are not only technically sound but meaningfully connected to what clients want to achieve.
Control, Transparency, and Accountability To Steward Your Wealth
Managing investments in-house gives us greater visibility and accountability across portfolios. Combined with modern planning technology, this approach supports disciplined decision-making, efficient execution, and ongoing evaluation. We believe thoughtful oversight—not delegation for its own sake—leads to stronger alignment and better long-term stewardship.
Delivering Diverse Experience & Shared Purpose
The team at DBHW brings decades of combined experience across financial planning, tax strategy, investment management, and business advisory. Collaboration is foundational to how we work: perspectives are tested, refined, and aligned internally so that guidance is consistent as circumstances evolve. We believe strong strategies are shaped through collective insight and shared accountability.
Unified In How We Work
Our core values inform every facet of our work.
I had such a great financial planning meeting! Everything was easy to understand, and I never felt rushed or overwhelmed. My advisor really listened... [and] I left feeling confident... knowing I’m on the right track. I’d definitely recommend them to anyone looking for honest, down-to-earth financial guidance!
— Cindy Verzal
Andrea and Lisa are helping my Wife and I into retirement. It’s tough navigating through regulations and Social Security with new tax laws every year. Lisa is building us a team of people, to get us through the process. Thanks Lisa and team!
— Kevin Ricard
Our meeting with Lisa gave us a lot of peace of mind. We received a very clear view of our financial situation. Our financial future is very bright. We were given suggestions on how to decrease the cost of our Health Care Insurance.
— Lynn Blochowicz
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