As a financial advisor with Edward Jones, I enjoy the privilege of partnering with individuals and their families, guiding them through life events and investment decisions, so they have confidence in their future. Our clients are long-term investors who value a trusted relationship and tailored financial advice.
I am a CFP® professional and serve my clients by providing a panoramic view of their financial situation and guiding them through all aspects of their financial decision making. I believe our clients are best served by a consistent, repeatable investment process. Helping them define and achieve their financial goals is a dynamic and personalized process of understanding, analysis, action and review. I strive to simplify what can seem complex in the process of identifying and achieving goals. My team and I coordinate with other professionals such as your CPAs and estate attorneys to execute needed actions.
Our services are convenient and personalized, and backed by the resources of one of the most respected financial services companies in the industry. We encourage face to face relationships in order to better understand our clients and make investing a personal process.
My family and I have called West Michigan home for our entire lives, and I take pride in being able to help those in our community be successful in building, preserving and passing on their wealth. Contact us today to schedule an appointment and discuss how we can work with you to achieve your financial goals.
* The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My Personal Interests
- Spending Time with Family
Office Address4756 136th Ave
Hamilton, MI 49419 opens in a new window
Phone NumberDan DeWeerdt at (269) 751-2609
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 04:30PM|
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