DMC Wealth Management takes a collaborative, goals-based approach to comprehensive financial planning.

After gathering your relevant financial data and having an in-depth, one-on-one discussion, DMC Wealth Management will perform a careful analysis to establish a holistic view of your current financial situation. Together, we will prioritize your goals and assess your tolerance for risk. With this information, we will develop a comprehensive financial plan that helps you maintain your current lifestyle, grow your legacy, and achieve your life-long aspirations. And going forward, we will help you fine-tune your plan with the same sound, fiduciary advice and personal attention that has won the trust of our long-term clients.

DMC Wealth Management focuses on relationships and understands the importance of coordinating all your financial-related consultants. If necessary, we can introduce you to tax professionals, estate attorneys, and other professional service providers from within our network—whatever you need to make your assets work harder for you.

DMC Wealth Management, LLC is a Registered Investment Adviser (RIA) that provides investment management and comprehensive financial planning to a wide range of clients. With more than 20 years of industry experience, our team has gained extensive knowledge through our working relationships with business owners, corporate executives, attorneys, physicians, and retirees. We value these relationships and constantly strive to maintain our reputation of honesty, integrity, and consistency.

Above all, acting as a fiduciary, DMC Wealth Management puts clients’ goals first. We offer flexibility to deliver a level of personalized service and communication not often found at larger firms today.

2101 Highland Avenue
Suite 220
Birmingham, Alabama
35205

205.431.3500

david@dmcwealthmanagement.com
susan@dmcwealthmanagement.com