Why We Do It

Passion | Belief | Relationships

Just like you and your loved ones, we too are fathers, mothers, sisters, brothers, caregivers, coaches and mentors. We strive to serve our clients the same way we would want to be served. Being CERTIFIED FINANCIAL PLANNERS™ (CFP®) is not simply a job or vocation for us, it is our passion in life. It is how we provide value to all of the lives around us.

Dalton Wealth Management was founded in the early 1980s with the belief that we could help satisfy several fundamental needs of our clients; the desire to be financially independent, to manage their life’s savings in an effective and efficient way and to leave a lasting legacy within their family and community.

We work very hard to transform long term clients into lifelong friends. Our clients become part of our extended family. It is not unusual for Megan or Dave to attend the high school graduation or wedding of a child, to drive or fly to meet with an out-of-state client, or to meet with and advise a new widow or widower before their spouse’s funeral has even taken place.

We love giving professional advice. We want to be your first phone call to brainstorm on any decision affecting your financial affairs.

Dalton Wealth Management proudly serving clients nationwide from our headquarters in West Chester, Ohio (Cincinnati/Dayton).