Dakota
Dakota
Book a Demo
Talk to an Expert

DVB Financial

EST. AUM
$225,713,958

CONTACTS
2

CLIENT ACCOUNTS
538

Firm Details

Metro area Harrisburg
CRD Number 341684
Website dvbfinancial.com
Client types

Overview

DVB Financial, LLC is an independent wealth management firm based in Central Pennsylvania, serving individuals, families, and small businesses with comprehensive financial planning and investment management. The firm positions itself between solo advisors and large corporate platforms, combining personal service with broad capabilities. DVB Financial operates as a fiduciary, coordinating retirement planning, wealth management, business-owner strategies, and specialized solutions for families with special needs, seniors, and multigenerational households. The team collaborates closely with clients’ CPAs, attorneys, and other advisors to build integrated strategies that address cash flow, risk management, estate planning, and long-term legacy objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy