Our Services - How are we different?

Have you ever felt that your financial advisor was only interested in pushing the next great "product"? Have you always wanted more from working with a financial advisor? More than just checking in on "how your portfolio is doing"?

Here at Deacon Wealth Management, while developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a strategic financial program utilizing the following products and services:

  • Investment management
  • Retirement strategies
  • Estate conservation
  • Insurance and annuity products

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make confident decisions to help work towards them by providing informed financial information.

Deacon Wealth Management offers access to securities and financial planning through LPL Financial, a registered investment advisor. Member FINRA/SIPC. To learn more about LPL visit https://www.lpl.com/about-Us.html

Please call us if you have any questions about our firm or the range of financial products and services we provide.