DKG Financial

Founded on the belief that objective advice is the key to our clients' success, DKG Financial is an independent wealth management firm located in the historic Charlestown neighborhood of Boston, MA. We provide comprehensive financial planning and investment management services to individuals, families, and entrepreneurs who recognize the value of p... artnering with an independent fee-based advisor. Established by David K. Gillespie, CFS, an award-winning LPL Financial Advisor, the firm offers an alternative approach to conventional wealth management. Rather than functioning as a corporate institution, we serve clients as an independent boutique, providing them with the personal service and unbiased advice they need as they work towards their goals. Furthermore, we are held to a fiduciary standard, which means we act in the best interest of our clients. This is a key distinction for prospective clients to consider, as standards vary across the financial services industry. By design, DKG Financial is a wholly independent wealth management firm without the inherent conflicts of interest that arise from offering proprietary products. To fully embrace our independent culture, David is registered with LPL Financial, LLC., the nation's largest independent broker/dealer (as reported in 'Financial Planning Magazine', June 1996 - 2016, based upon total revenue). LPL Financial provides us with a vast array of non-proprietary financial products from a wide variety of institutions. Moreover, LPL Financial, LLC. streamlines our administrative and regulatory duties, helping us focus on what matters most: our clients.Read More