DBK Financial Counsel, LLC Employee Directory

Investment ManagementOhio, United States2-10 Employees

DBK Financial is a fee-only firm providing private wealth management services to high-net-worth individuals and families. With over 20 years of professional wealth management experience, we help investors manage their wealth using a prudent investment approach founded in academic research.

Our goal is to provide clients with exceptional experience and resources combined with independent and objective advise. We believe capital markets are priced efficiently and therefore, attempts at stock picking and market timing are misguided. We believe the best way to invest is to capture market returns through proper globally diversified asset allocation and a low-cost indexed investment strategy.

Find DBK Financial Counsel, LLC employees' phone numbers or email addresses

DBK Financial Counsel, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Oceania
1

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  • New Zealand
    1

DBK Financial Counsel, LLC's Leadership

  • Stylized image of a person
    L. C.
    Financial Counselor
    Phone icon

Contact profiles from DBK Financial Counsel, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. C.
    Financial Counselor
    Phone icon
    United States
    Aug 12, 2025

Frequently Asked Questions

What is DBK Financial Counsel, LLC known for?

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DBK Financial Counsel, LLC operates in the Investment Management industry. The company's main headquarters is located in 198 West Portage Trail Extension, Suite 105. Explore DBK Financial Counsel, LLC's company overview page for more information.

What is DBK Financial Counsel, LLC's most common email format?

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DBK Financial Counsel, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more DBK Financial Counsel, LLC email formats with LeadIQ.

How many employees does DBK Financial Counsel, LLC have currently?

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DBK Financial Counsel, LLC has approximately 4 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are DBK Financial Counsel, LLC's key employees and leadership?

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As of December 2025, DBK Financial Counsel, LLC's key employees include:

  • Financial Counselor: L. C.

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