Welcome to
DTS Advisors

Our commitment to our clients

 The client always comes first.

 We provide unparalleled advice.

 We focus on what matters.

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We Strive to Provide 
the best advice

Our experience

We are a full-service financial advisory firm that has been servicing clients for more than 25 years.

Our team has extensive education and training, however, our life and business experience really differentiate us.

We are proud to serve clients in 23 states.

Why us

We are approachable, confident, ethical, and transparent and we have never strived to be like other advisors.

We believe that our clients' needs should drive the way we are structured, the way we work, the products we use and the way we are compensated.

How we’re different

We work with clients to develop investment and financial strategies that align with your unique needs, values and goals.

Our commitment to our clients is delivered through our personal relationships and our mission to help build the life they dream of.

Click here to learn more about our team!

We Focus on
Serving the unique needs of our clients

Multi-generational family

Individuals
and Families

Assistance with financial planning and investments, college planning and transition in life and into retirement.

You Don’t Have to Do this Alone..

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Business meeting

Business Owners and Companies

Assistance with retirement plans, business and key man insurance, and specialized compensation plans.

Your Customers Rely on Your Expertise, You can Rely on Ours

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Trusts and estates

Trusts and
Estates

We assist clients and trustees to select and manage investments held in Trust.

These Concepts May Be Foreign to You, But Not To Us

Hands holding puzzles

Specialized Investments and Tax Strategies

Assist clients with 1031 exchanges, tax-advantaged and alternative investments with reduced market correlation.

Leverage Our Deep Knowledge of Advanced Concepts

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Our Differences
Make Us Better

 

Fiduciary

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Fiduciary does not mean fee-only advisor. It means client first.

Members of our team hold the "Masters" level credential for fiduciaries, the Accredited Investment Fiduciary Analyst (AIFA)*. We practice a "client-first" mandate in all of our planning and advisory work. We know the fiduciary standards and employ them in our practice and in our daily work with clients.

*Brandi Ruffalo and Richard Kasher are AIFA credential designees.

 

Client Driven Product and Investment Allocations

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We do not believe in a one size fits all portfolio design. We operate our firm based on an underlying practice of investing the time necessary to ensure a true understanding of our client's needs and desires. Only then will we work with the client to develop appropriate and effective investment strategies to fit their needs.

 

Experience and Education

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The DTS Advisor team has invested significant time in building our collective knowledge base, but that is not something of the past. Our team members spend hundreds of hours each year advancing our knowledge of financial concepts, products, planning, and client decision-making. We continue to expand the ways that we serve our clients and the products and tools that we use. And we strive to help our clients have a clear understanding of their investment portfolios and their financial plans.

 

Independence

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We do not have any proprietary products or portfolio solutions. We choose from the universe of available mutual funds, managed portfolios, and annuity products. We also have access to alternative investments, structured products, and private placement offerings when they are appropriate for your portfolio.

 

Outside Business Activities

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Members of our team are credentialed and licensed in a variety of fields including investments, insurance, tax, accounting, business valuation, financial forensics, and divorce mediation/planning. This cross-disciplinary approach provides a broad perspective and extensive knowledge base for our work as advisors.

 

Fiduciary

Hover to View

Fiduciary does not mean fee-only advisor. It means client first.

Members of our team hold the "Masters" level credential for fiduciaries, the Accredited Investment Fiduciary Analyst (AIFA)*. We practice a "client-first" mandate in all of our planning and advisory work. We know the fiduciary standards and employ them in our practice and in our daily work with clients.

*Brandi Ruffalo and Richard Kasher are AIFA credential designees.

 

Client Driven Product and Investment Allocations

Hover to View

We do not believe in a one size fits all portfolio design. We operate our firm based on an underlying practice of investing the time necessary to ensure a true understanding of our client's needs and desires. Only then will we work with the client to develop appropriate and effective investment strategies to fit their needs.

 

Experience and Education

Hover to View

The DTS Advisor team has invested significant time in building our collective knowledge base, but that is not something of the past. Our team members spend hundreds of hours each year advancing our knowledge of financial concepts, products, planning, and client decision-making. We continue to expand the ways that we serve our clients and the products and tools that we use. And we strive to help our clients have a clear understanding of their investment portfolios and their financial plans.

 

Independence

Hover to View

We do not have any proprietary products or portfolio solutions. We choose from the universe of available mutual funds, managed portfolios, and annuity products. We also have access to alternative investments, structured products, and private placement offerings when they are appropriate for your portfolio.

 

Outside Business Activities

Hover to View

Members of our team are credentialed and licensed in a variety of fields including investments, insurance, tax, accounting, business valuation, financial forensics, and divorce mediation/planning. This cross-disciplinary approach provides a broad perspective and extensive knowledge base for our work as advisors.

 

Fiduciary

Hover to View

Fiduciary does not mean fee-only advisor. It means client first.

Members of our team hold the "Masters" level credential for fiduciaries, the Accredited Investment Fiduciary Analyst (AIFA)*. We practice a "client-first" mandate in all of our planning and advisory work. We know the fiduciary standards and employ them in our practice and in our daily work with clients.

*Brandi Ruffalo and Richard Kasher are AIFA credential designees.

 

Client Driven Product and Investment Allocations

Hover to View

We do not believe in a one size fits all portfolio design. We operate our firm based on an underlying practice of investing the time necessary to ensure a true understanding of our client's needs and desires. Only then will we work with the client to develop appropriate and effective investment strategies to fit their needs.

 

Experience and Education

Hover to View

The DTS Advisor team has invested significant time in building our collective knowledge base, but that is not something of the past. Our team members spend hundreds of hours each year advancing our knowledge of financial concepts, products, planning, and client decision-making. We continue to expand the ways that we serve our clients and the products and tools that we use. And we strive to help our clients have a clear understanding of their investment portfolios and their financial plans.

 

Independence

Hover to View

We do not have any proprietary products or portfolio solutions. We choose from the universe of available mutual funds, managed portfolios, and annuity products. We also have access to alternative investments, structured products, and private placement offerings when they are appropriate for your portfolio.

 

Outside Business Activities

Hover to View

Members of our team are credentialed and licensed in a variety of fields including investments, insurance, tax, accounting, business valuation, financial forensics, and divorce mediation/planning. This cross-disciplinary approach provides a broad perspective and extensive knowledge base for our work as advisors.