Wealth Management

Dana Investment Advisors is an independent, fee-based Wealth Advisor to individuals, families, small businesses, and other types of institutions. While many of our clients share the need for receiving informed advice and targeted investment solutions, no two clients are the same. That is why we take the time required to listen and understand the current situation, future aspirations, and possible constraints. In keeping with our culture, we strive to provide value-added client service and investment outcomes as a fiduciary for our clients.

Over the years, it has been our privilege to work with business owners and professionals as they’ve started and grown their careers, raised their families, attained milestones, and transitioned towards retirement years. Whether it’s the financial well-being of your family or businesses, our Team is here for you.

When you become a client at Dana, long term often means lifetime.

Investment Management

A robust and customized process, including asset allocation, research and selection of investments, monitoring performance, and rebalancing portfolios, centered around your financial needs and goals.

How do our clients benefit?

There is no one size fits all when it comes to building an investment portfolio. Investment management is our specialty, and our partnership gives access to the best and brightest minds in the business, along with institutional strategies and services. We focus on a systematic process that removes biases and human behavioral elements that often led to irrational decisions impacting long-term performance. Our consistent application of these steps goes a long way toward achieving your financial goals

Financial and Estate Planning

An ongoing process and discussion regarding financial well-being to achieve goals, short and long term, by understanding current and future earnings, family needs, medical situations, and assisting in review or establishment of estate documents, and review of gifting options.

How do our clients benefit?

Achieving financial goals becomes easier with a clear and concise plan. You work hard to achieve financial goals, but without the proper plan it can be lost. There is much more to it than just putting money into retirement accounts. Our partnership will keep you on track, allow you to focus on your career, not stress your daily living and help you achieve your goals.

Executive and Business Services

Our team can provide guidance concerning employee benefits, succession planning, stock options, or business development as an extra resource to you and your business.

How do our clients benefit?

As a business owner, you face many complex professional and personal financial decisions. As your partner, we can guide you through these decisions with a focus on your financial future, retaining key employees, and your business is long-term growth to help you achieve your goals.