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Helping Clients Make Wise Decisions

At Demery Wealth Advisors, we take the complexity out of investment management by educating you on strategies that fit with your plan. By offering education and guidance, I strive to help my clients make wise decisions to help them improve their financial situation.

As an independent financial advisor, I don't have any conflicts of interest or proprietary products. I am dedicated to providing comprehensive advice and strategies that are in your best interest. 

My goal is to help develop a plan so that your money is invested where it has the best chance to perform at a risk level within your comfort zone. I seek to minimize risk and maximize returns by utilizing effective asset allocation strategies to help safeguard your wealth. 

Asset allocation at a glance

Balancing Risk and Reward

One of the most important considerations in developing a comprehensive financial plan is determining your risk tolerance. Balancing your need for growth while taking into account your appetite for risk is a critical component.  Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a plan that carefully balances investment strategies with preserving principal.

Determine your risk tolerance