The DFS Financial Group is owned and operated by Investment Advisor Representative and Registered Representative, Bradley Stewart, CRPC, APMA. The DFS Financial Group services Wealth Management needs for affluent individuals, families, and business owners across the country.  In addition, our strategic partnerships with non-affiliated Estate Planning attorneys and accounting firms gives our advisors the ability to provide comprehensive services to our valued clients. 

The DFS Financial Group was founded in 2020, during the COVID-19 pandemic when Mr. Stewart decided to split The DFS Group, LLC into two separate entities, The DFS Financial Group and The DFS Insurance Group. The DFS Financial Group offers publicly and privately offered financial and investment advisory service for a fee. In addition, DFS Financial Group provides a wide arrange of variable and fixed insurance products. 

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. The DFS Financial Group and Cambridge are not affiliated.

The DFS Financial Group

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The DFS Financial Group

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