We are an independent investment advisory firm, which means that we do not provide any proprietary products. We manage clients money in investment solutions based on the needs of the client and not based on potential commissions to be generated. 

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and distinguished service.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 419 Plum Street; Cincinnati, OH 45202. Phone: (513) 579-1114. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America© (Guardian), New York, NY. DLAK Wealth Advisors LLC is not an affiliate or subsidiary of PAS or Guardian and is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 7435320.1 Exp 1/27

DLAK Wealth Advisors

Org chart

Teams

Offices