Broker Check

Welcome to DES Financial Group, LLC

Thank you for looking us up. I hope this visit gives you a brief overview of what we’re all about. I always welcome the opportunity to chat with new and prospective clients. I believe it is essential to meet and discuss how our partnership can be beneficial before considering working together. After you’ve had a chance to look around give me a call. We will schedule some time to discuss how we can work together to achieve your financial goals.

David E. Sweet, CFP®
Founding Partner & President

Personalized Service

One-size fits all is a compromise that endures, it neither fits perfectly or adapts appropriately to your future needs. At DES Financial Group, we partner with you by tailoring planning advice to fit not only your current situation, but to also provide a foundation for your financial future. Your life is not a static snapshot in time and neither is our relationship. We meet with you on a regular basis to monitor your progress and adjust with your changing needs.

Financial Guidance

Independence, transparency, and fiduciary responsibility are at the core of our guidance and advice. It’s what makes us different. As professionals, we’re here to build long-term trusted relationships, not short-term gains. No matter where you are in your financial journey, we endeavor to take you to the next level.


At DES Financial Group, we bring together your financial resources to provide an efficient and productive plan using sensible fee-based asset management and comprehensive financial planning. Our approach strives to help you invest conservatively, reduce your exposure to taxes, minimize your personal risk, and provide a plan to successfully retire and transfer wealth to your children and grandchildren. We partner with some of the best independent legal and accounting professionals in the business or work with your existing relationships to ensure continuity in your financial well-being.

Your Wealth

Building, maintaining, and protecting your achievements is our goal. How do we reach it? By keeping your objectives in focus, providing a high level of communication and transparency throughout all market conditions, and making investment and planning decisions as economic or lifestyle conditions warrant. Our firm maintains a constant commitment to you.

Our Areas of Expertise

  • Independent Advice
  • Investment Management
  • Financial Planning
  • Wealth Management
  •  Retirement
  • 401k & IRA Rollovers