We transform financial uncertainty into purposeful living.

Daus Financial is a private wealth management firm helping you define and achieve your financial vision.

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We bring Significant Service to financial planning.

Significant Service is the difference between doing what's right and doing what's fast.

It’s when what matters to you, matters to us. It's returning calls within 24 hours and providing a long-standing team who knows the details of your situation and family.

At Daus Financial, we believe customized planning takes extra effort, attention, and understanding. Great results don’t happen by going through the motions.

What you experience:

  • Real humans who pick up the phone, no phone trees

  • Same-day responses, no one should have to wait multiple days to hear back from their advisory team

  • Proactive communication before you have to ask

  • Coordination with your CPA and other professional advisors year-round

  • Support for your entire family for questions big and small

“My favorite thing about working with Daus Financial is that they’re very accessible – we can get ahold of them anytime, and they’re very responsive with answers to our questions. They’re very personable, intelligent, and know the business well.”

- James & Tammy

Comprehensive Financial Planning

Most people aren't experts in finance—they're experts in something else. You shouldn't have to become a financial planner to know if you'll be okay.

We create clarity about where you stand and what you need to do next. A clear path forward built around your specific life, with continued guidance along the way.

We reverse-engineer your goals into a plan: If you need $10,000 a month in retirement, here's exactly how we get you there.

What this looks like: You stop wondering if you're on track and start living with confidence.

Tax Mitigation Expertise

Most advisors only think about taxes during filing season. We think about them every time we touch your account.

Year-round tax management can save you hundreds of thousands over time. We coordinate with your CPA to harvest losses strategically, time distributions efficiently, and structure assets to minimize what you pay.

Here's the truth: An extra 2% portfolio return won't matter if you're giving the government an extra 10% on every retirement distribution. Tax treatment is often more valuable than chasing performance.

What this looks like: Keeping significantly more of what you've earned.

Transition to Retirement Planning

The distribution phase requires completely different expertise than accumulation. Different rules. Different concerns. Different skill sets.

This is where we excel—helping people in their final working years make decisions that have the biggest impact. Making the most of your earning years. Avoiding the costly mistakes people make without guidance while preparing for the next phase in life.

The problem we see: Someone at 67 with several million dollars—all in their 401(k). We're out of time to put a better plan in place. They've saved successfully but are running into retirement with fewer options because of how they chose to save.

Ages 45-60 give us enough runway to make positive changes. To position you strategically. To create options you didn't know you had.

What this looks like: Retiring with margin, not just enough.

Investment Portfolio Management

We manage portfolios with an eye on your personal risk analysis, not just performance against arbitrary benchmarks.

Our balance sheet methodology tracks real progress toward your goals. Active monitoring. Regular communication. You always know exactly where you stand.

What this looks like: Clarity about whether you're on track, not just quarterly statements you don't understand.

Ongoing Support

You don't graduate from needing Us once the plan is built.

We're here for all of it:

  • Advisor Coordination – Working seamlessly with your CPA, attorney, and other professionals

  • Asset Protection & Management – Safeguarding what you've built

  • Cash Flow Management – Understanding what you're creating versus what you're consuming

  • Wealth Transfer & Stewardship – Strategic planning for passing wealth to heirs

  • Legacy & Charitable Strategies – Making meaningful impact with your resources

  • Business Planning – Support for business owners and succession considerations

  • Executive Compensation Strategies – Maximizing stock options, RSUs, and benefit packages

  • Succession Planning – Preparing for business transitions

What this looks like: Peace of mind knowing you're never figuring it out alone.

How We Begin

  • First Meeting: Discovery

    We'll ask about your life, your family, what's important to you, and what you're trying to accomplish financially.

    We start where you are, not where you "should" have been.

  • Second Meeting: Your Plan

    We'll show you what we found—your current financial picture on a balance sheet most people have never seen before. We'll walk through the issues and opportunities we identified, and what we'd recommend if you decide to work together.

    No pressure to decide on the spot. Some people want to think about it. Others are ready to move forward.

  • Ongoing Partnership

    If we decide to work together, you'll experience what our 99% retention rate is all about:

    • Regular communication and proactive outreach

    • Same-day responses to your questions

    • Support for your entire family

    • Someone who actually knows you picking up the phone

What Our Clients Say About the Process:

The genuine sense of personal interest in my financial situation didn’t stop after the first few meetings. My relationship with Daus Financial Group is over 12 years strong, and that same care and concern for all aspects of my financial future is still evident. If I make a phone call to get a quick question answered, everyone in the office knows my name and exactly how to help me. When I visit the office to review my portfolio, I feel welcomed as a friend, and valued as a client. Ultimately, I’m the one making the decisions, but the guidance I receive in that process provides the important security and peace of mind I want more than anything at this point in my life.

- Deb

My favorite thing about working with Daus Financial is that they’re very accessible – we can get ahold of them anytime, and they’re very responsive with answers to our questions. They’re very personable, intelligent, and know the business well.

-James and Tammy

Our best client relationships are true partnerships.

You might be right for us if:

  • You've outgrown your current advisor or feel like a number

  • You're approaching or in retirement and want a clear path forward

  • You value responsiveness and genuine relationships over quarterly reports

  • You're ready to take action and want to be heard

  • You're looking for tax-conscious strategies

We work with people from all walks of life. What matters most is that we're a good fit for each other.