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We help our clients design and implement a customized plan focused on pursuing life dreams and financial goals.

We do this by providing quality guidance, education, and service with a truly personal relationship.

Please take some time to learn more about us, how we help our clients, and what we can do for you.

Who We ARE

The goal of the founders of ADK Wealth Advisory Group was to create a financial firm that was centered on the client. At their first firm, Dan and Cory saw the perils and pitfalls of proprietary products and advice before analysis. Our firm will always strive to fully understand your situation before making any recommendations. We view our role as educators, helping our clients to understand their many options in a complex financial world. Since trust is essential, we strive to have a truly personal relationship with each client. 

 

OUR SERVICES

OUR TEAM

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Dan DAvis Market Updates

My accounts

If you are a current client, you can view your account online with LPL Accountview.

You can learn more about Accountview in this brochure.

Contact Us

Phone 314.878.1489

12935 North Forty Drive
St. Louis, MO, 63141
United States

 

 

 
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