Your financial world shouldn't be confusing.
Finances have a tendency to intimidate and overwhelm. If you're like most people, your financial world is spread across multiple different firms and advisors, each handling their own little part. These parts never talk to each other or coordinate, leaving you uncertain about your present, let alone your future. It doesn’t have to be this way.
Experience
Since 1974
We've been helping our clients understand their financial world and pursue their goals for over four decades. Over the years we have assembled a team with a broad range of expertise across the financial industry.
Kevin Bruce
Wealth Coach :: Managing Partner
Zach Stover
Wealth Coach :: Partner
Chris Adams
Wealth Coach :: Partner
Kendall Curry
Wealth Coach :: Director of Investment Services
Walt Jamison
Wealth Coach
Cody Faust
Wealth Coach
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Family of Companies
Everything in one place
The DMBruce Family of Companies isn't limited to Comprehensive Financial Planning and Investment Management. We can also handle your Insurance needs, Tax and Accounting, Small Business Management and even provide comprehensive Information Technology Services.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.