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.

Integrated Team Approach for custom built wealth strategies

Integrated Team Approach

Multi-disciplined experts collaborate for competitive returns and capital preservation.

wealth strategies and asset management

Over $4B in Assets Under Advisement

Our consistent and strong performance drives continued growth.

financial advisory firm

CNBC Top 100 Financial Advisory Firms in the Nation 2019, 2020, 2021 & 2022

For fiduciary responsibility, range of services, investment strategy and compensation.

Fiduciary from the Start

Our founder, David Vaughan, created DVI 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.

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wealth strategies and asset management

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News You Should Know

Equities moved higher in the second quarter as economic data and corporate earnings both came in better than expected. The month of May marked the 14th consecutive month that nonfarm payrolls beat expectations and the unemployment rate remained below 4%.
Beginning six years ago, DVI became much more intentional about creating career development plans for all Associates. As we proactively plan for several of our senior partners to step down in the coming years, we will continue to emphasize the importance of skills development, to actively mentor, and to intentionally delegate more responsibilities to our next generation Relationship Managers. A smooth and thoughtful transition for our long-standing client relationships is our top priority, and we remain unwaveringly dedicated to our clients’ needs.
Each year we compile the statistics, milestones, achievements, and outcomes of the prior year to assess where we currently stand compared to where we were in the past.

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. Forty-five years later, quiet quality continues to provide a calming backdrop on the path to peace of mind.

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Top Investment Firm David Vaughan Investments