Insights

Estate planning potential Leverage their focus on comprehensive financial planning to cross-sell estate planning and risk management services tied to retirement and wealth preservation.

Mid-market footprint Target firms in the 11-50 employee range as a key growth segment, offering scalable financial advisory solutions suitable for small to mid-sized businesses and their executives.

Technology leverage Engage them with digital-enabled advisory solutions and secure client portals, emphasizing compliance, data security, and ease of planning to differentiate from traditional providers.

Brand alignment Position DG Advisors as elite within the Divinity Group, highlighting value in mission-aligned investing and charitable planning to resonate with clients prioritizing philanthropy and legacy.

Growth through partnerships Propose strategic alliances or referral arrangements with Lincoln Financial Securities and related platforms to expand product offerings and drive incremental revenue from existing clients.

Similar companies to DG Advisors - Divinity Group Family of Services

DG Advisors - Divinity Group Family of Services Tech Stack

DG Advisors - Divinity Group Family of Services uses 8 technology products and services including UserWay, WordPress, Microsoft 365, and more. Explore DG Advisors - Divinity Group Family of Services's tech stack below.

DG Advisors - Divinity Group Family of Services's Email Address Formats

DG Advisors - Divinity Group Family of Services uses at least 6 email formats:
DG Advisors - Divinity Group Family of Services Email FormatsExamplePercentage
LastFir@mydgadvisors.comDoeJoh@mydgadvisors.com
50%
First@mydgadvisors.comJohn@mydgadvisors.com
50%
FLast@securitiesmail.comJDoe@securitiesmail.com
82%
First.Last@securitiesmail.comJohn.Doe@securitiesmail.com
9%
FirstLast@securitiesmail.comJohnDoe@securitiesmail.com
4%
LFirst@securitiesmail.comDJohn@securitiesmail.com
5%

Frequently Asked Questions

What is DG Advisors - Divinity Group Family of Services's phone number?

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You can contact DG Advisors - Divinity Group Family of Services'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 DG Advisors - Divinity Group Family of Services's official website and social media links?

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DG Advisors - Divinity Group Family of Services's official website is mydgadvisors.com and has social profiles on LinkedIn.

How much revenue does DG Advisors - Divinity Group Family of Services generate?

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As of July 2026, DG Advisors - Divinity Group Family of Services's annual revenue is estimated to be $1M - $10M.

What is DG Advisors - Divinity Group Family of Services's NAICS code?

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DG Advisors - Divinity Group Family of Services's NAICS code is 52 - Finance and Insurance.

How many employees does DG Advisors - Divinity Group Family of Services have currently?

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As of July 2026, DG Advisors - Divinity Group Family of Services has approximately 11 employees across 1 continents, including North America. Key team members include President: C. J. M., President: T. S. and Founder: C. L. Explore DG Advisors - Divinity Group Family of Services's employee directory with LeadIQ.

What industry does DG Advisors - Divinity Group Family of Services belong to?

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DG Advisors - Divinity Group Family of Services operates in the Financial Services industry.

What technology does DG Advisors - Divinity Group Family of Services use?

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DG Advisors - Divinity Group Family of Services's tech stack includes UserWay, WordPress, Microsoft 365, Google Cloud, Wistia, WP Engine, Akismet and Sitelinks Search Box.

What is DG Advisors - Divinity Group Family of Services's email format?

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DG Advisors - Divinity Group Family of Services's email format typically follows the pattern of LastFir@mydgadvisors.com. Find more DG Advisors - Divinity Group Family of Services email formats with LeadIQ.
DG Advisors - Divinity Group Family of Services logo

DG Advisors - Divinity Group Family of Services

Financial ServicesKentucky, United States11-50 Employees

DG Advisors - Divinity Group Family of Services operates in the financial services industry, offering guidance on estate planning, risk management, retirement preparation, and wealth preservation through access to Lincoln Financial Securities. The firm aims to simplify complex financial strategies for individuals seeking to align their financial decisions with charitable giving and legacy goals, making it easier to plan ahead and protect assets. Based in Covington, Kentucky, the organization positions itself as a group of elite financial advisors within its broader family of services, serving clients who want structured planning beyond basic financial needs. The company emphasizes education on straightforward steps that can save time and money later, with a focus on enabling clients to leave larger inheritances and support charitable activities. DG Advisors operates with a relatively small to mid-sized team and serves clients within the financial planning and advisory space. A recent development involves its collaboration with Lincoln Financial Securities to deliver its advisory services.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    DG Advisors - Divinity Group Family of Services's revenue is estimated to be in the range of $1M - $10M

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