about us

At Dismore Financial Group we operate like a family. One of our most distinguishing traits is how well we listen and how much we care. We believe in a Process of building and protecting wealth. We pride ourselves on having all the technology and credentials of a large firm, combined with the personal touch of a small one – something that truly differentiates us from other financial planning firms in the area.

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Our Philosophy

We are a full service, independent boutique firm. We employ a disciplined Process for each client. We do not believe in a "cookie cutter" approach, each client has different goals and needs.

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Financial Planning

Although the financial services industry is subject to change, the principles on which we have been founded on have remained steadfast: Clear and uncomplicated financial direction and comprehensive asset management services designed to manage risk, generate income, and preserve wealth.