At DPL Retirement Advisors, LLC my focus is to inspire my clients to define and reach their retirement dreams. As an independent registered investment advisory firm with no outside business affiliations, I can provide the objective advice you need.   

For the Retirement Plan Sponsor concerned about meeting their fiduciary responsibilities, expertise matters. My more than 25 years of pension plan experience will help your company provide the best benefit value for the cost. My co-fiduciary services will assist you with compliance, with building and maintaining a highly effective investment portfolio, and with the required employee communication.

For the Retirement Plan Participant and the Individual Investor, I provide the guidance needed to create realistic and attainable goals. Whether your concern is saving enough for retirement, how to manage your portfolio to avoid large losses, or outliving your income in retirement, I can offer clear and concise explanations of the issues and obstacles that interfere with achieving your goals.

How many “hats” does your current advisor wear? How do you determine whether you are hearing objective advice, or hearing a product sales pitch? Part time advisors provide objective advice part of the time.  If you or your company is looking for an objective resource, I would enjoy hearing from you. Thank you for reviewing the services outlined on this web site.