Peoria, IL
Integrated Team Approach
Multi-disciplined experts collaborate for competitive returns and capital preservation.
Press Release: CNBC Names DVI to Financial Advisor 100 List for Sixth Consecutive Year (2019-2024)
Custom Built Wealth Strategies and Asset Management Since 1977
At DVI, we have always thought of ourselves as manufacturers, building our strategies and portfolios from the bottom up to serve the unique and complex needs of our clients. We are experts at navigating every phase of the wealth management lifecycle for high-net-worth individuals, as well as commanding the complexities of asset management for high-performing institutions.
Over $5.3B in Assets Under Advisement
Our consistent and strong performance drives continued growth.
CNBC Top 100 Financial Advisory Firms in the Nation 2019-2024
For fiduciary responsibility, range of services, investment strategy and compensation.
Fiduciary from the Start
Our founder, David Vaughan, created DVI over 45 years ago with an instinctive fiduciary mindset. He wanted to help his neighbors and community members grow and protect the financial success they had achieved in their lives. By building trust, he built a business that has grown in size and services. Today, we carry David's legacy forward with more comprehensive offerings to serve the ever-changing needs of our clients in Central IL and Central FL.
An Investment Firm Born of Quiet Quality
Passion and humility are foundational characteristics of the team at DVI. Since day one, David Vaughan and his small team embraced a quiet quality approach to our work. David felt that the success we achieved for our clients spoke for itself. Now, more than forty-five years later, quiet quality continues to provide a calming backdrop on the path to peace of mind.
