DFS, Inc. Registered Investment Adviser

DFS, Inc. Registered Investment Adviser is a renowned institution located at 1171 East Putnam Avenue in Greenwich, Connecticut, United States. Specializing in accounting and finance, we at the Dowling Group take pride in providing comprehensive financial services tailored to meet your individual needs. Our team of award-winning CPAs and Financial Advisors are dedicated to helping you achieve your financial goals while aligning with your personal values and beliefs.

Named a "Top Wealth Manager" by Westchester Magazine, we believe in implementing sound tax and risk reduction strategies to ensure the success of your investment portfolio. In partnership with Ethic, a tech-driven asset manager, we offer the tools to understand how your investments can impact important issues such as climate change, women's rights, racial justice, and corporate ethics.

With nearly 40 years of experience, our family-owned business is deeply rooted in the Greenwich community. We are committed to providing unbiased financial advice as we follow the fiduciary standard and are 100% independently owned and operated. Our personalized approach involves asking specific questions to understand your financial needs and collaborating with our team of professionals to create a customized financial plan that suits your unique circumstances.

Whether you are planning for retirement, saving for a large purchase, or seeking elder care solutions, our team is here to support you every step of the way. Clients appreciate our refreshing approach to financial planning, as we prioritize individualized solutions over generic plans offered by larger franchise firms. Let us help you navigate your financial journey and achieve peace of mind knowing your financial future is in capable hands.