Business Details
7 Years
experience
Your Trusted Partner for Comprehensive Financial Planning
DDIMG is a fee-only registered investment advisor and fiduciary dedicated to enhancing client wealth through active investing, personal financial planning, and tactical positioning. With over 40 years of combined experience, our firm prioritizes full transparency and fiduciary standards, addressing the specialized needs of affluent business owners, families, corporate executives, and retirees. We focus on aligning investments with clients' lifestyles and long-term goals, utilizing industry-leading research, technology, and software. Our services include goals-based financial planning, multi-asset class income investing, tax minimization strategies, retirement income planning, and charitable services.We avoid packaged products with hidden fees, ensuring clients know exactly what they own and pay. Our father-and-son advisory team brings decades of expertise, offering personalized strategies tailored to individual risk tolerances and financial objectives. We serve clients in Jupiter, FL, Bridgton, ME, and beyond, with a commitment to navigating economic headwinds and delivering competitive yields through conservative, diversified approaches.
Services
Asset Management
Financial Planning
Retirement Plan Consulting
Tax Minimization Strategies
Estate Planning
Details
- Year established: 2019
Highlights and features
- We are fiduciaries with 40+ years of combined experience in wealth management.
- Our fee-only model ensures full transparency and no hidden fees.
- We specialize in personalized strategies for affluent individuals and institutions.
- We utilize industry-leading technology for tax-efficient, diversified portfolios.
- Our father-and-son advisory team offers generational expertise and client focus.
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Asset Management
Our Asset Management service designs actively managed portfolios tailored to clients' risk tolerances and financial goals. We utilize individual stocks, bonds, and REITs while avoiding opaque products like mutual funds. Portfolios are continuously monitored and rebalanced to align with evolving client needs and market conditions.
Financial Planning
We provide comprehensive financial planning covering retirement, estate, tax, and education strategies. Our process includes analyzing clients' current situations, setting goals, and delivering actionable recommendations. Services are customized for affluent individuals and corporations, with implementation guided by client discretion.
Retirement Plan Consulting
We assist employer plan sponsors in establishing and managing retirement plans, including investment policy statements and asset allocation models. Our services cover participant education, performance monitoring, and compliance with ERISA regulations, ensuring fiduciary standards are maintained for long-term plan success.
Tax Minimization Strategies
Our tax minimization strategies focus on reducing clients' tax liabilities through customized approaches. We analyze income sources, investments, and estate plans to identify opportunities for tax efficiency, ensuring compliance while maximizing after-tax returns for individuals and businesses.
Estate Planning
Estate planning services ensure seamless wealth transfer to future generations. We develop strategies for charitable giving, trust creation, and asset distribution, addressing clients' legacy goals while minimizing legal and tax complexities for their beneficiaries.
People
Donald M. Daniels II
Wealth Management Advisor
Donald M. Daniels II is a founding member and Senior Portfolio Manager with expertise in aligning investments with client goals. He brings analytical experience from Deutsche Bank and Merrill Lynch, focusing on affluent investors through DDIMG's fiduciary framework.
Donald M. Daniels
Chief Executive Officer
Donald M. Daniels is a founding member and Senior Consultant with 40+ years of experience in goals-based wealth management. He specializes in serving affluent families and institutions, emphasizing transparency and conservative investment strategies to generate competitive yields.
Questions
What services does DDIMG offer?
DDIMG provides asset management, financial planning, retirement plan consulting, tax minimization, and estate planning services tailored to affluent clients.
Are you fiduciaries?
Yes, we are fee-only fiduciaries registered with the SEC, prioritizing client interests through transparent, commission-free advisory services.
What is your minimum investment requirement?
We require a minimum of $500,000 in investable assets for our asset management services.
How do you approach retirement planning?
We develop customized retirement strategies, including investment policy statements, asset allocation models, and participant education for employer-sponsored plans.
Do you work with clients outside Jupiter, FL?
Yes, we serve clients in Bridgton, ME, and other locations through personalized digital and in-person advisory solutions.
