The Dream Achiever Process

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.

explore The Dream Achiever

We believe that no two individuals are the same.

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. Our Approach

We Focus on our area of expertise.

  • Financial & Investment Planning
  • Tax planning
  • Retirement planning
  • Estate planning
  • Insurance for employers & individuals
Our Services

DD Humes team

Get to know us

David D. Humes

Financial Planner & Investment Funds Advisor

Matthew Humes

Financial Planner & Investment Funds Advisor

Danielle Mills

Financial Planner & Investment Funds Advisor

Guillaume Bernardi

Investment Funds Advisor

Meet the rest of the team