Specialized Financial Planning and Wealth Management

Find clarity in life’s complexities.

We aren’t your typical advisory firm

Our team of specialists brings unmatched expertise in each of these areas, providing solutions that simplify the intricate aspects of life, going well beyond the finances:

At DVB Financial, we go beyond the basics of financial planning and guide clients through life’s greatest complexities with highly specialized advice in retirement, aging, business ownership, and special needs. Our unique advisory services address the challenges and goals of every individual that walks through our door.

BizOwner360:
Business owner solutions designed for entrepreneurs and their families.

RetireRight:
Retirement planning to help clients secure a fulfilling retirement.

AgeWise:
Senior lifestyle and transition planning, providing expert support for aging loved ones.

Independence and Beyond:
Comprehensive financial and special needs family planning.

With DVB, clients gain a trusted partner equipped to help them navigate life’s multifaceted demands with confidence and clarity while also receiving the highest level of wealth management care.

Our Areas of Expertise

Our unique approach ensures that, whatever complexities life may bring, we have a dedicated team ready to support you. Explore our specialized services designed to provide clarity, confidence, and customized solutions for life’s unique challenges by browsing through the options below.

Business Owner Advisory

Retirement Planning

Elder Care Planning

Wealth Management Created for Families with Special Needs

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ABOUT DVB FINANCIAL

DVB Financial, LLC is an independent wealth management firm that is dedicated to providing sound financial advice and guidance to individuals, families, and small businesses in the Central PA region and beyond. Our firm is uniquely positioned, between the individual advisor and the large corporate firm, to offer wealth holders a comprehensive yet personal experience.

As a fiduciary, we serve as a partner advocating on behalf of our clients’ best interests. Our team has been carefully constructed, with diverse backgrounds and disciplines, to provide unique resources for those we serve. We work in collaboration with our clients’ CPAs, attorneys, and other professional advisors to ensure continuity and completeness in planning.

Our passion is providing our clients with peace of mind when it comes to planning for those they cherish most. We would love the opportunity to serve you!

Meet Our Team

See What Clients Are Saying About DVB Financial

Why Work with DVB Financial?

We understand.

Through our DVB Discovery & Discernment Process, we take the time to gain a deep understanding of you and your situation.

We
relate.

We rely on our expertise in gathering and analyzing data through multiple perspectives to develop cohesive recommendations.

We
partner.

We take the time to ensure you understand the impact of each strategy independently and in unison so you can move forward with confidence with DVB by your side.

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