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.
AI is seldom out of the headlines in 2025, with defining developments coming one after another. We look at where AI is today and how its promise is matched against technological, economic, and geopolitical challenges. Read the Global Insight Monthly »
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.
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.
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.
Learn more about Van Demark, Lavin & Hodges Financial Advisors.
After starting the year with market turmoil and trade concerns, ultra-high-net-worth family offices are adjusting their strategy to protect and grow their wealth.
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