About DFLT Advisors and Our Metro Detroit Financial Advisors

Our Story And Mission

Detroit Roots and a Client-First Mission

DFLT Advisors was founded to serve families in Metro Detroit with independent guidance and a clear path to retirement. Over the years the firm grew by referral, expanding services as clients’ needs evolved. Our mission is simple: deliver planning that helps you retire with confidence, communicate in plain language, and show up consistently for review meetings. See how this connects to retirement planning and ongoing education across every stage of your transition.

How We Work

Personal planning process and regular reviews

Every relationship begins with discovery, followed by your written plan, an investment alignment, and an implementation checklist. We meet regularly to review progress, adapt to changes, and answer new questions. When specialized needs arise, we coordinate with your tax and legal professionals so your plan stays organized. Ready to talk through your situation and timeline, simply contact us to schedule a conversation.

Meet The Team

Experienced advisors who focus on retirees

Our four-advisor team brings years of experience in retirement income, investment management, and insurance planning. You will work with a dedicated advisor supported by a service team that knows your details and follows through. Learn more about our credentials, designations, and community involvement when you meet our team and connect with the people guiding your plan.

Our Independence

Partners and compliance that support your goals

DFLT Advisors is independent and aligned with a respected broker-dealer and registered investment adviser for supervision and resources. Independence means product flexibility and a planning-first mindset. If you would like to see how that independence translates to portfolios and cash flow, explore our investment planning overview next.

Answers You May Be Seeking

Clarity for Common Firm Questions

Are we fiduciaries, who do we serve, and can we meet virtually. Yes, we act in your best interest, we primarily help pre-retirees and retirees across Metro Detroit, and we offer both in-person and virtual meetings from our Clinton Township office. If you are comparing options, read about our process above and then contact us to determine fit.