Since DD Humes first opened its doors in 1979, our goal has been to help clients achieve their lifestyle dreams through sound financial health. Our promise to you is clear: We practice innovative thinking, trust-worthy actions, and responsible portfolio management.
Until now, financial planning has traditionally relied on a six-step process acknowledged as a standard in the financial planning community. We recognized a significant void in that process; the focus was heavy on numbers but paid little attention to lifestyle.
DD Humes takes a holistic approach to realizing your Lifestyle Dreams. Our process is “person oriented” rather than product-driven. We believe that your lifestyle choices should direct your financial course of action – a life “by design” not “by default” — and we use our expertise in money matters to customize a plan for you.
“I’ve been a client of DD Humes for 15 years. The staff is always professional, courteous and respectful. My advisor is easy to reach (never encountered an answering machine), questions are answered quickly, requests are executed promptly. I appreciate my advisor’s efforts to save me money (expenses, fees, etc…). I never had the feeling that he was pushy. Last but not least, I really enjoy the familial atmosphere. Now my son is with DD Humes also!”
M. Nguyen
What our clients are saying
“As one of your longtime clients I thought I would let you know how appreciate your well-rounded and individualized approach. I have never felt that you were pushing a product or turning over an investment just to create cash flow for yourself. I am happy to be involved with a family business rather than a faceless, boring corporate monster.”
