Wealth Management

Dana Investment Advisors is an independent, fee-based Wealth Advisor to individuals, families and small institutions. While many of our clients share the needs for informed advice and investment solutions, no two families or businesses are the same. Our Advisors take the time to get to know you and your particular situation, aspirations and constraints. In keeping with our culture, we strive to provide value-added client service and investment outcomes at a fair, transparent price.

We have been privileged to work with business owners as they’ve started and grown their businesses, raised their families, sold their businesses or transitioned them to the next generation. Whether it’s your family, business or foundation’s financial well-being, our Wealth Advisors are there for you.

At Dana, when it comes to our client relationships, long term means lifetime.