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Daus Financial Group LLC

Daus Financial Group LLC

Comprehensive Financial Planning in Kalamazoo, MI

  • About Us
    • Company Synopsis
    • Meet Our People
  • About You
    • Clients We Serve
    • How We Help
  • DFG Blog
  • Client Login
  • Let’s Talk

Company Synopsis

An Overview Of Our Firm And What We’re All About

Our Clients

We work with clients from all walks of life, from young professionals to growing families and retirees. They are successful people who work hard and have accomplished a lot, and they want a partner in their corner to look after their financial wellbeing and help them make wise decisions.

Our Beliefs

We believe that having an optimized financial plan leads to a more fruitful and impactful life for you, your family and your community. By being people-focused instead of product-focused, we challenge the mainstream cookie-cutter approach to financial planning. Our holistic method focuses on your unique needs, making sure we address all areas of your estate.

Our Mission

Our mission is to help you identify where you are in relation to where you want to be and then give professional guidance to make intentional progress toward your objectives. We help you crystalize your personal and business goals and work in tandem with your other counsel to make sure the job gets done.

Our Service

We take on the responsibility to help ensure you reach your goals. Embodying the highest standard of care, we act as a fiduciary, putting your interests first and focusing on building lifelong relationships rooted in performance and trust.

Our Philanthropy

Kalamazoo Community Foundation logo

Kalamazoo Community Foundation

The Kalamazoo Community Foundation was founded in 1925 with a vision to make a better community. The foundation provides funding to programs in the Kalamazoo community that ensure all children have the same chance for success in school, and prepare all young people for life after school. Their mission is “to make life better for all through leadership and stewardship of resources that last forever.”

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What Our Clients Have to Say

Dave & Toni

Semi-Retired

“When Toni and I made our decision to retire we made a decision to consolidate our retirement savings from our existing funds to Ryan Daus after several meetings with Ryan. His complete approach of not just returns but complete financial advisement convinced us Daus Financial Group was the correct decision.”

James and Tammy Cress

Senior Corporate Executive

“My favorite thing about working with Daus Financial is that they’re very accessible – we can get ahold of them anytime, and they’re very responsive with answers to our questions. They’re very personable, intelligent, and know the business well.”

Jim and Gail Kurtz

Retired

“Daus Financial Group is our hub for estate and personal planning. They’re very committed to their client base, and it’s a personal commitment – they know who you are and will go that extra step, regardless, to help you with any kind of issue.”

Jason V.

Executive

“I would recommend Daus Financial because Ryan has assembled an awesome team. We have the right people looking at our long-term outlook as well as our short-term needs. Ryan’s team has really grown with me and my career, and they’ve grown with us and our family.”

Terri Headshot

Terri Sookhai

Retired

“My favorite thing about working with Daus Financial is their honesty. We wanted to find a financial advisor that was a fiduciary. Ryan was very reassuring, we felt very comfortable, and that he was being honest.”

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Deb

Planning for Retirement

“The genuine sense of personal interest in my financial situation didn’t stop after the first few meetings. My relationship with Daus Financial Group is over 12 years strong, and that same care and concern for all aspects of my financial future is still evident.”

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Daus Financial LLC

  • Meet Our People
  • Company Synopsis
  • Clients We Serve
  • DFG Blog

487 S. Drake Rd., Suite A,
Kalamazoo, MI 49009 |
Call Us: 269-321-7472

Let's Talk

Copyright © 2023 Daus Financial LLC

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Investment Advisory Services and Financial Planning Services are offered through Daus Financial Group, L.L.C., a Registered Investment Advisor with the SEC. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.