Premier Asset Management &
 Custom Wealth Strategies

A legacy grounded in disciplined investing and steadfast client service.

49

Years

Privately Owned

$6.4

Billion

in Assets Under Advisement

1,200+

Individual & Institutional
Clients

475+

Years of Cumulative Industry Experience

FIRM METRICS AS OF 9/30/2026. FOR FIRMWIDE DISCLOSURES, REFER TO FORM ADV PART 2A & 2B.

Our Constant North Star

Remembering David J. Vaughan (1924-2006)

Twenty years after his passing, we remember DVI founder David J. Vaughan with gratitude for his vision, his generosity, and his lifelong commitment to others. His integrity shaped our firm, and his dedication to clients and community continues to guide us. His example remains our constant north star—an enduring reminder of what it means to Do the Right Thing.

“Everything we do is always in the best interests of our clients, and we serve each of them on a very individualized basis. We would have it no other way.”

—DAVID J. VAUGHAN

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Wealth is more than numbers—it’s the story of our values and the legacy we leave behind.

With an unwavering commitment to risk management, our personalized planning approach helps high-net-worth individuals and institutions protect what matters most and invest with purpose—whether that means aligning portfolios to evolving needs, preserving a legacy, or supporting philanthropic passions.

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Fiduciary from the
Start

Since founding DVI in 1977, David Vaughan set a firm commitment to fiduciary responsibility—earning trust through integrity, never commissions.

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Integrated Team
Approach

Our multidisciplinary experts seek to manage risk and pursue competitive, risk-adjusted returns, always prioritizing our clients’ best interests.

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Quiet Quality.
Enduring Trust.

Quiet Quality defines how we work—rooted in humility, discipline, and results. It’s the foundation of nearly five decades of trusted relationships, and why we have earned industry recognition year after year.

Let’s Start the Conversation.

We listen first, then craft custom strategies—grounded in fiduciary discipline and steady guidance—to help your hard-earned wealth reflect what matters most to you. Connect with an Associate to begin.

Financial advisors in meeting reviewing documents at conference table.