At Duphiney Financial Network, we work hard to offer our clients impeccable service. We believe our clients benefit from the following when working with us:
Relationships Spanning Generations
The Duphiney Team has been serving clients for more than 45 years. As a result, we have worked with families for multiple generations and specialize in wealth transfers. We understand the unique needs of each generation, from Millennials to Baby Boomers, and we can help families connect their wealth through the generations.
Since our founding in 2008, we have thrived in our independence. With independence comes the freedom to offer thousands of individual investments free from any corporate pressure that are in each client’s unique best interests. As an independent firm, we are committed to offering objective and unbiased advice, always putting the client first.
A Full-Service Family Firm
As an independent firm, we have the breadth of a large firm but the family feel of a small practice. We offer a wide array of services and solutions, while still providing customized strategies and personalized attention to each client.
We always put the client first and seek to serve as a trusted resource they can rely on to address their needs. We understand their many concerns and questions. Our goal is to offer education and trusted insight so they can feel more confident with their financial strategies.
Our Experience & Credentials
Our firm consists of a diverse team of professionals with combined experience spanning more than 150 years. Additionally, several of our team members are CERTIFIED FINANCIAL PLANNER™ professionals. A CFP® certification means a financial advisor has met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, confidentiality, professionalism, and diligence when working with clients. Only a select group of planners have fulfilled the rigorous requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ professional, and all practitioners must abide by a strict code of professional conduct and ethical responsibilities.