DMI's State of the Markets

Jeremy & John narrate this 'captivating' dive into where we were in 2018

and where we think we might be heading in 2019. Grab some caffeine and watch!


DMI's January Update

John & Jeremy's latest after an "exciting" 4th quarter. 

Stay tuned for what kind of car John would drive if gas were $.36 and

Jeremy's secret destructive personality.

DMI's November Update

Its the day before mid-term elections. Don't miss what's got Jeremy interested, and John telling us who DOESN'T like Amazon's free shipping!


“You've got Problems. We Have Solutions”

We are a comprehensive wealth management firm that specializes in helping individuals, families, and business owners achieve their financial goals and life dreams. We have experience guiding our clients through tough market conditions and important life events, and we are proud to be the trusted advisors to many families in the Sweetwater area.

We are excited by the opportunity to serve you and your family. Please contact us to set up a no-obligation consultation.

Jeremy Dodd, CFP®

CERTIFIED FINANCIAL PLANNER

John McPherson, CFP®

CERTIFIED FINANCIAL PLANNER

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