Insights

Estate Planning Opportunity Small to mid-sized financial services firm with a stated focus on estate planning and wealth preservation presents an opening to position advanced planning, trust, and legacy solutions to clients in need of practical, scalable planning that goes beyond basics.

Technology Integration Tech stack includes user experience and analytics tools (Open Graph, Google Analytics, Cloudflare, Google Maps) suggesting readiness for digital marketing, lead tracking, and client portal enhancements to improve client acquisition and servicing.

Local Market Size Located in Covington, KY with 11-50 employees indicates a regional operation ripe for partnerships, referral programs, and targeted regional campaigns to grow assets under management and expand service offerings.

Revenue Snapshot Reported revenue between one and ten million dollars signals growing advisory practice with potential cross-sell opportunities into retirement planning, risk management, charitable gifting, and integrated financial strategies.

Strategic Partnerships Affiliation with Lincoln Financial Securities and emphasis on comprehensive wealth management suggests opportunities to propose expanded product access, vendor integrations, and co-marketing arrangements to scale client base.

DG Advisors - Divinity Group Family of Services Tech Stack

DG Advisors - Divinity Group Family of Services uses 8 technology products and services including UserWay, html5media, WordPress, and more. Explore DG Advisors - Divinity Group Family of Services's tech stack below.

  • UserWay
    Accessibility
  • html5media
    Audio, Video, Graphics
  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Google Maps
    Maps
  • X-Content-Type-Options
    Web & Portal Technology
  • jQuery Waypoints
    Web Tools And Plugins
  • Sitelinks Search Box
    Web Tools And Plugins

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

DG Advisors - Divinity Group Family of Services uses at least 2 format(s):
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.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 UserWayhtml5mediaWordPressoEmbedGoogle MapsX-Content-Type-OptionsjQuery WaypointsSitelinks 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

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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