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980 North Federal Highway, Suite 110
Boca Raton, FL 33432
(561) 504-8622

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Mission Statement

Client Centered

Without any conflicts of interest and with great transparency we place your financial needs first. As your investment portfolio grows, so will our financial firm prosper. Your financial success builds our own. 

At DHE Financial Services Inc. (DHE), our mission is to grow your financial future, today. 

Our approach is to learn about and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. This philosophy translates into a high quality client relationship because we first place the interests of our clients. 

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We encourage pro-active financial planning because it is always associated with client's wellbeing and happiness. We believe in empowering and educating our clients regarding their financial strategies because sound money management practices lead to less stress, minimum regrets and hopefully - a life well-lived. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

At DHE, our promise is to treat you with respect, dignity, kindness, integrity and honesty. Every member of our partner's team of professionals are dedicated to use their knowledge, energy, commitment, and efforts by remaining focused on you, the client, and your satisfaction.

Fiduciary Approach

Without any conflicts of interest we put your financial needs first now building for the days ahead. We assist you in co-creating and taking ownership of your future today. 

Photo Courtesy: Copyright 2013 Marla Silverman. All rights reserved.