Strengthening your financial security

We are here to serve you

Small business owners, business professionals, and medical and dental professionals are often in need of comprehensive wealth management planning services integrated with the broader issues of business succession planning, income and estate planning, and risk management.The goal of Van Demark, Lavin & Hodges Financial Advisors is to provide our clients with customized advisory services appropriate to their individual, family or business needs, whether that be comprehensive wealth management or investment advisory services.

Global Insight Monthly

Global Insight Cover Image - Feb 2024The death of (traditional value)

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Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. Contact us to set up a consultation.

Meet our team

Learn more about Van Demark, Lavin & Hodges Financial Advisors

Latest Insights

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An evolving market landscape

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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