Demars Financial Group, LLC

Our Philosophy

Honesty

“Honesty is the first chapter in the book of wisdom” Thomas Jefferson

It’s our job to have your back. In order to help properly plan for your future, we express full transparency in each decision, each financial transaction and each piece of investment advice. We are fee conscientious and manage all clients with their best interest in mind.

As a US Certified Financial Planner, David and the team are held to top industry ethics standards: To “uphold the principles of honesty, integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence” (CFP Ethics Board).

Competency

“No one has ever become rich simply by saving, money grows with proper planning” Warren Buffett

Skill and competency are what drive us. Our core competencies include a mastery of asset management, risk assessment, budgeting, effectively analyzing market data, numerical understanding, estate planning, tax planning/preparation, and behavioral finance. All to bring value to you. With this value, we bring over 20 years of professional financial planning experience, apprenticeship experience, FINRA, MBA, and CFP qualifications, and a culture of ongoing learning.

Gratitude

“Be happy for this moment. This moment is your life” Marcus Aurelius

We believe in writing down your dreams, creating goals. Breaking these down into steps becomes a plan. Plans backed by action make your dreams come to life. As a firm who values the importance of family and building long term relationships, we offer a culture of growth and gratitude. Gratitude unlocks the joy to life and creates a vision for tomorrow.