DKD WEALTH STRATEGIES GROUP
Our mission at DKD Wealth Strategies Group is to build steadfast, personal relationships with our clients and their families so that we can understand their goals and provide clarity, confidence, and expertise to their financial plans.
Our extensive network of resources, intellectual capital, and the commitment to delivering excellent service allows us to provide our clients with a unique blend of sophistication delivered with exceptional personal service.
Whether it's retiring with dignity, ensuring that those they love are taken care of, or passing assets to the next generation in the most tax-efficient manner, we serve as fiduciaries to our advisory clients in order to provide expert lifetime financial planning solutions.
We're top ranked by Forbes
Mike Kavanagh and Chip Dotson have been recognized as Best-In-State wealth advisors by Forbes. Forbes also named DKD Wealth Strategies Group as a Best-in-State Top Wealth Management Teams in 2024. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you!
Forbes "Best-in-State Wealth Advisors" list (April 2022,2023,2024), research and ranking provided by Shook Research, LLC. Based upon data as of June 30 of the preceding year. Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.