# DPO Emerald

- **Website:** <https://dpoemerald.com>
- **Primary alias:** `dpoemerald.com`

## Description

DPO Emerald is a financial planning and wealth management firm focused on helping clients understand their financial future and take greater control of it. For more than 30 years, the firm has emphasized educating and empowering clients, with the aim of helping them feel less overwhelmed and live their best lives. Its services include expert wealth planning and the development of individualized financial empowerment plans. The firm’s process begins with a complimentary appointment, offered in person or by Zoom, followed by a listening and engagement session to understand a client’s needs. DPO Emerald then works with clients to create and implement a plan. Its team includes wealth planner Karen Roberts, who has over 30 years of experience, and investment advisor Dianne Odom, whose approach integrates investment and tax strategies into comprehensive financial plans. The staff also provides client service and operational support. Based in Boca Raton, Florida, DPO Emerald shares videos and market updates to keep clients informed. Securities and advisory services are offered through unaffiliated J.W. Cole entities.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id8kSdQili/w/971/h/444/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791147991169)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Endeavour | #005ea8 | accent |
| Black | #000000 | dark |
| White | #ffffff | light |

## Fonts

- ui-sans-serif — asset _(custom)_

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_Source: <https://brandfetch.com/dpoemerald.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._