Passion. Integrity. Knowledge. Comprehensive Financial Planning Specialized Investment Management Secure, Service-Based Relationships Help Bring a S.M.I.L.E. to Others Ask me how.

Passion

We are an independent financial planning and investment advisory firm dedicated to meeting your wealth management needs through personalized financial planning, investment management & advisory services. Being independent with no large firm affiliations allows us to make recommendations and personalized plans based your individual needs.

Integrity

The Deeter Advisory Group adheres to strict principles and morals. Adopting an oath of ethics and discipline, we hold our relationship with our clients in the highest regard. Safety and security of our clients’ assets is our top priority. All of our clients’ assets are held at third-party custodians, which provides a critical measure of protection.

Knowledge

As a member of the National Association of Financial Planners, The Certified Financial Planners Board of Standards and Board of Accredited Investment Fiduciaries, we have surrounded ourselves with knowledgeable and experienced companies and organizations that ensure our clients receive the utmost industry expertise.

S.M.I.L.E.

S.trength
M.otivate
I.nspire
L.ead
E.ncourage

Ask us about it!