DTS Financial Advisors, LLC is an independent, full-service financial advisory firm with more than 25 years of experience serving clients in 23 states. The firm works with individuals and families, business owners and companies, trustees, and other clients seeking guidance on financial decisions. Its approach emphasizes personal relationships, transparent advice, and strategies shaped around each client’s needs, values, and goals.

Services for individuals and families include financial planning and investment guidance, college planning, and support through life transitions and retirement. Business clients can receive assistance with retirement plans, business and key-person insurance, and specialized compensation plans. DTS also helps clients and trustees select and manage trust investments, and provides guidance on 1031 exchanges, tax-advantaged and alternative investments, and other specialized strategies.

The firm describes its work as client-first and fiduciary-minded, with investment allocations tailored rather than based on a standard portfolio model. It has no proprietary products, selecting from available mutual funds, managed portfolios, annuities, and, when appropriate, alternative investments, structured products, and private placements.