We’re committed to provide an optimal client experience.
Our approach is personalized, built around your goals and values. We believe that every client deserves a dedicated and consistent level of service, tailored to their individual needs. Our team will listen to what’s important to you and work to understand your priorities, bringing it all together to develop a financial plan and investment solution specific to you.
The Durkin Dietz Group is a network of dedicated professionals having the specialized expertise to help you achieve what is most important to you. Our success is grounded in the notion of putting YOU first. We help translate your vision into concrete financial objectives that are well tailored to meet your needs.
A recent promotion...approaching retirement...a significant life change.
In these pivotal moments, our clients seek us out to find a better wealth management experience.
We are a team with the depth of credentials, discipline, and the years of experience necessary to raise your investment management to the next level.
We build our success on a commitment to long-term relationships, ongoing improvement and consistent client contact.
Our Vision: To see it through that people live their story and live their legacy.
Our Values: Integrity guides our practice. Honesty indulges in our discussions. Transparency reflects our conduct. Excellent guides our planning. Professionalism radiates from our team. Growth propels us forward.
Our Purpose: To empower people with the financial literacy and planning necessary to make meaningful decisions so that they take control of their lives.
Our Promise: To journey alongside our clients with client centricity and ensure that their financial goals become reality and their values are respected.