Insights

Affluent Client Focus DFG Advisors primarily serves high-net-worth individuals, business executives, and entrepreneurs, presenting an opportunity to offer specialized wealth management solutions, estate planning, and high-tier financial products tailored to their sophisticated needs.

Personalized Wealth Management The company's approach as a personal CFO for clients emphasizes high-touch, relationship-driven services, suggesting potential for advanced financial tools and customized advisory platforms to enhance client engagement and satisfaction.

Mid-Size Growth Potential With revenue between 1 million to 10 million and a relatively lean staff of 51-200 employees, DFG Advisors is in a growth phase that may benefit from scalable technology solutions and expanded service offerings to accelerate revenue and client base.

Technology Stack Optimization Utilizing cloud and web technologies such as Cloudflare, WP Engine, and Google APIs indicates openness to digital enhancements; opportunities exist to integrate innovative financial planning tools, CRM systems, or client portals to boost operational efficiency.

Competitive Positioning Compared to industry giants, DFG Advisors can differentiate through personalized services and niche market focus; sales efforts could leverage their boutique status to attract clients seeking tailored, relationship-based wealth management solutions.

DFG Advisors Tech Stack

DFG Advisors uses 8 technology products and services including Cloudflare, Open Graph, Google Fonts API, and more. Explore DFG Advisors's tech stack below.

  • Cloudflare
    Content Management System
  • Open Graph
    Content Management System
  • Google Fonts API
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • Google Maps
    Maps
  • Priority Hints
    Performance
  • WP Engine
    Platform As A Service
  • Contact Form 7
    Web Platform Extensions

Media & News

DFG Advisors's Email Address Formats

DFG Advisors uses at least 1 format(s):
DFG Advisors Email FormatsExamplePercentage
First@dfgadvisors.comJohn@dfgadvisors.com
33%
FirstL@dfgadvisors.comJohnD@dfgadvisors.com
17%
First@dfgadvisors.comJohn@dfgadvisors.com
33%
FirstL@dfgadvisors.comJohnD@dfgadvisors.com
17%

Frequently Asked Questions

Where is DFG Advisors's headquarters located?

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DFG Advisors's main headquarters is located at 17550 North Perimeter Drive, Suite 450. The company has employees across 2 continents, including North AmericaAsia.

What is DFG Advisors's official website and social media links?

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DFG Advisors's official website is dfgadvisors.com and has social profiles on LinkedIn.

What is DFG Advisors's NAICS code?

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DFG Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does DFG Advisors have currently?

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As of December 2025, DFG Advisors has approximately 51 employees across 2 continents, including North AmericaAsia. Key team members include Sr. Wealth Advisor: N. P.Retirement Income Specialist: J. B.Client Relations Associate: M. G.. Explore DFG Advisors's employee directory with LeadIQ.

What industry does DFG Advisors belong to?

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DFG Advisors operates in the Financial Services industry.

What technology does DFG Advisors use?

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DFG Advisors's tech stack includes CloudflareOpen GraphGoogle Fonts APIJSON-LDGoogle MapsPriority HintsWP EngineContact Form 7.

What is DFG Advisors's email format?

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DFG Advisors's email format typically follows the pattern of First@dfgadvisors.com. Find more DFG Advisors email formats with LeadIQ.

When was DFG Advisors founded?

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DFG Advisors was founded in 2016.

DFG Advisors

Financial ServicesArizona, United States51-200 Employees

OUR MISSION  |  Dedicated to You

Financial success stems from intentional planning and disciplined implementation. In this world of uncertainty, we provide guidance to create and execute superior solutions for our clients, their families, and businesses over a lifetime of changing events.

OUR STORY  |  Planning for Tomorrow

DFG Private Client unites offices from Scottsdale and Silicon Valley to provide the ultimate client experience. By building relationships with our clients, we can achieve the goals and dreams that they desire by providing for their families, employees, and communities.

We typically serve successful and affluent individuals, business executives, and entrepreneurs. Acting as their personal CFO to lend advice and be a sounding board for life’s tough decisions.

PHILOSOPHY  |  Wealth Management for the Modern World

Wealth management can have many different definitions these days. We believe it to be a disciplined combination of investment consulting, advanced planning and relationship management. We arm our clients with the information and tools necessary to make intelligent decisions to accumulate, distribute, and preserve wealth.

DFG clients want to be sure they’re doing as well for themselves as they can, without having to worry. We help maintain a balance between sustaining your lifestyle and leaving a legacy. Most important, we work to help you avoid financial mistakes that can cost your peace of mind.


Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investor Services, LLC. Member SIPC Supervisory address: 17550 N. Perimeter Drive, Suite 450, Scottsdale, AZ, 85255 480-538-2900. DFG Private Client is not a subsidiary or affiliate of MML Investors Services, LLC.  CRN202006-229566

Section iconCompany Overview

Headquarters
17550 North Perimeter Drive, Suite 450
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    DFG Advisors's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    DFG Advisors's revenue is estimated to be in the range of $1M$10M

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