- Five Star Wealth Manager award winner 2012-2017
- Top 500 Registered Investment Advisor in the United States
- Top 10 Chicago Registered Investment Advisory Firm as identified by Advisory HQ
- D3 staff have the following credentials
- MBA, MS, CEPA, AWMA®, CRPC®, CIMA®, CPA/PFS, CFA, CFP®
Our core values are Ethics, Education & Experience™ . Our emphasis on these values helps us better serve the diverse financial issues facing our clents. The more educated we are, the better we can help our clients make smarter financial decsions.