Welcome to Disch & Associates, LLC.

In an increasingly complex financial system that offers more questions than answers, individuals continue to be bombarded with information and overwhelmed by the important choices standing between them and a secure future.  To make matters worse, most of the 'advice' available is from conflict-ridden sales organizations that stand to earn commissions based on products sold to clients.

By contrast, Disch & Associates, LLC is a fee-only financial planning and investment management firm which means that we are compensated exclusively by our clients, don't sell product or accept commissions, and thereby provide unbiased advice for accumulating and managing wealth.  As an investment adviser registered with the United States Securities and Exchange Commission, we are also legally bound fiduciaries to the individuals, families and entities we represent.

If you'd like to learn more about our firm's guiding principles and the fundamental strategies employed to deliver effective wealth management in a boutique setting, please email info@dischandassociates.com and we’ll be happy to arrange a discussion.