Our Services

Meet With Us

For over 45 years, DD Humes has provided individuals, families and business owners with trusted, unbiased financial advice.

How We Help

We navigate lifestyle planning, wealth management, and risk management so you can safeguard your long-term goals and focus on what matters most.

Explore How We Help:

Individuals &
Families

Personalized guidance for every stage of life. Helping you build, protect, and enjoy your wealth with confidence.

Explore How We Help:

Business
Owners

From tax-efficient investing and retirement planning to succession and estate strategies, we help business owners make the most of everything they've worked so hard to create.

What our clients
are saying

“As one of your longtime clients I thought I would let you know how much I appreciate your well-rounded and individualized approach. I have never felt that you were pushing a product or turning over an investment just to create cash flow for yourself. I am happy to be involved with a family business rather than a faceless, boring corporate monster.”

J. Levitan, MD

“I’ve been a client of DD Humes for 15 years. The staff is always professional, courteous and respectful. My advisor is easy to reach (never encountered an answering machine), questions are answered quickly, requests are executed promptly. I appreciate my advisor’s efforts to save me money (expenses, fees, etc…). I never had the feeling that he was pushy. Last but not least, I really enjoy the familial atmosphere. Now my son is with DD Humes also!”

M. Nguyen

Mutual Funds Disclaimer

Mutual funds, ETFs, and approved exempt market products are offered through Investia Financial Services Inc. Information is believed to be reliable but is not guaranteed and may be incomplete. Opinions expressed are those of the author and not necessarily those of Investia Financial Services Inc. This website is not a solicitation in jurisdictions where the representative is not registered.

INVESTIA WEBSITE PRIVACY POLICY DISCLAIMER

Connect with Our Dedicated Team

Professionals you can trust Speak with a DD Humes advisor to gain insight on your finances and beyond.