Insights

Growing AUM Demars Financial Group shows revenue in the $10M-$25M range with a small to mid-sized team (11-50 employees), indicating potential for cross-sell to add-on services and higher-net-worth client acquisition opportunities, particularly around wealth management and retirement planning.

Nationwide Reach Although based in Spokane, Washington, the firm serves clients nationwide, presenting a scalable opportunity to expand partnerships, referral networks, and virtual advisory services to broaden geographic footprint.

Independent & Hybrid Model The blend of registered representatives with LPL Financial and independent tax professionals suggests openness to a hybrid service model; sales could focus on consolidating custodial and tax-advisory relationships into more integrated financial planning solutions.

Technology Stack Utilization of tools like AWS, Joomla, Calendly, and OneTrust indicates readiness for digital client onboarding and scalable client engagement; opportunities exist to propose enhanced secure portals, automation, and data analytics for client retention.

Investment Footprint Historical asset allocations into ETFs and bond funds signal potential to expand advisory offerings in diversified portfolios, ESG/tech ETF access, and retirement-focused product suites to attract new clients seeking comprehensive retirement planning.

Similar companies to Demars Financial Group LLC

Demars Financial Group LLC Tech Stack

Demars Financial Group LLC uses 8 technology products and services including Hotjar, Calendly, Amazon Web Services, and more. Explore Demars Financial Group LLC's tech stack below.

Media & News

Demars Financial Group LLC's Email Address Formats

Demars Financial Group LLC uses at least 1 email format:
Demars Financial Group LLC Email FormatsExamplePercentage
First@demarsfinancial.comJohn@demarsfinancial.com
100%

Frequently Asked Questions

What is Demars Financial Group LLC's phone number?

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You can contact Demars Financial Group LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Demars Financial Group LLC's official website and social media links?

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Demars Financial Group LLC's official website is demarsfinancial.com and has social profiles on LinkedIn.

How much revenue does Demars Financial Group LLC generate?

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As of August 2026, Demars Financial Group LLC's annual revenue is estimated to be $10M - $25M.

What is Demars Financial Group LLC's SIC code and NAICS code?

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Demars Financial Group LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Demars Financial Group LLC have currently?

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As of August 2026, Demars Financial Group LLC has approximately 17 employees across 2 continents, including North America and Europe. Key team members include Owner & Managing Partner: D. D., Financial Planner: T. D. and Csa: S. W. Explore Demars Financial Group LLC's employee directory with LeadIQ.

What industry does Demars Financial Group LLC belong to?

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Demars Financial Group LLC operates in the Financial Services industry.

What technology does Demars Financial Group LLC use?

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Demars Financial Group LLC's tech stack includes Hotjar, Calendly, Amazon Web Services, Joomla, CookieYes, OneTrust, Mailgun and Microsoft 365.

What is Demars Financial Group LLC's email format?

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Demars Financial Group LLC's email format typically follows the pattern of First@demarsfinancial.com. Find more Demars Financial Group LLC email formats with LeadIQ.

When was Demars Financial Group LLC founded?

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Demars Financial Group LLC was founded in 1975.
Demars Financial Group LLC logo

Demars Financial Group LLC

Financial ServicesWashington, United States11-50 Employees

Demars Financial Group LLC is a wealth advisory firm focused on wealth management and retirement planning, serving clients across the United States from Spokane Valley, Washington. The firm emphasizes a hands-on approach to financial guidance, offering independent personal wealth management that helps clients manage employee benefits, insurance, IRAs, and 401(k) accounts. Professionals associated with the group may operate as registered representatives through an independent broker-dealer or as tax professionals through Fidelity Financial Services, with some services provided under the Demars Financial Group umbrella. The organization positions itself within the financial services sector by providing disciplined guidance aimed at helping clients define their goals and navigate toward them.

Based in Spokane Valley, the company supports a nationwide client base and concentrates on delivering comprehensive, structured financial planning and ongoing advisory services. It operates within an industry ecosystem that includes large national firms, differentiating itself through a personal, hands-on service model and a focus on retirement planning and benefits management. The description indicates an integrated approach to wealth management, combining investment advisory activities with tax-related services offered through affiliated entities, and underscores a commitment to maintaining client focus and disciplined progress toward financial objectives.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1975
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Demars Financial Group LLC's revenue is estimated to be in the range of $10M - $25M

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