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!