Andy Adkisson-Founder and CEO

Founded in 2010, D.A. Financial Strategies takes an alternative approach to financial planning—one that puts the knowledge and decision-making power in your hands. After spending over 20 years in the financial services industry working both independently and for major firms such as Merrill Lynch, Charles Schwab, and Edward Jones, Adkisson saw a need. There was a noticeable lack of personal priorities integrated into typical financial planning.

D.A. Financial Strategies is built on Adkisson’s original and strong-held belief of working for every client’s best interest. Aligning individual core values with investments means clients can both build wealth and affect change—without sacrificing either goal. We know the definition of success is not the same for everyone. Therefore, neither are our financial strategies. Building and managing realistic, reliable, and meaningful plans around your objectives is the only approach we take.