INDEPENDENT AND EXPERIENCEDDFM is privately-owned, and staffed by professionals experienced in the management of multi-generational wealth. As a fee-only firm, DFM’s clients receive customized and objective advice, free from sales commissions, proprietary investment products, and other conflicts often associated with larger institutions.
Our experienced professionals also provide corporate executives and business owners with advice on specialized benefits, including retirement plan design, stock options, employment negotiations, tax consideration, insurance, and estate issues.
SIMPLIFYING LIFEDFM’s focus is to provide our high net worth clients with the organization, coordination, and expertise needed to simplify the complexities of managing and transferring their wealth. Our highly experienced and knowledgeable professionals are proactive and flexible in providing each client with the guidance necessary to navigate the obstacles in this ever-changing financial and investment environment.
GLOBAL PERSPECTIVEOur clients benefit from our global perspective, and our experience evaluating opportunities across asset classes around the world. Our disciplined approach to investing ensures unwavering emphasis on our dual objectives of strong investment performance and risk management.
EXTENSIVE NETWORK OF RESOURCESFor specialized expertise, the firm utilizes a broad network of leading professionals in the areas of law, accounting, tax, estate planning, and other disciplines. In addition, our clients benefit from our own commitment to both our community and profession. DFM’s professionals are members of the CFA Institute, Boston Security Analysts Society, Boston Estate Planning Council, South Shore Chamber of Commerce, Metro South Chamber of Commerce, and Norwell Chamber of Commerce.
MULTI-FAMILY OFFICE SERVICE MODELDFM combines personalized attention with the integration of a broad range of financial planning and investment services inherent in a multi-family office format. Family offices were originally established by America’s wealthiest families to manage and coordinate all their affairs in one location. Our clients receive the advantage of this all-encompassing concierge service model delivered in an efficient and cost-effective manner.
FIDUCIARY RESPONSIBILITYAs an SEC-registered investment advisor, DFM and its employees are fiduciaries. We are mandated to act in the best interest of our clients. We hold these responsibilities in the highest regard, and measure our success through the lens of this fiduciary standard.