David Vaughan Investments (DVI) is a wealth advisory firm established in 1977, specializing in wealth management and asset management for high-net-worth individuals and high-performing organizations. With over $5.3 billion in assets under advisement, DVI employs a disciplined, fiduciary approach to create custom-built wealth strategies that prioritize risk management and capital preservation. The firm has been recognized as one of the top 100 financial advisory firms in the nation by CNBC for six consecutive years, reflecting its strong market position and commitment to client trust and satisfaction. DVI's integrated team of experts collaborates to navigate the complexities of wealth management, ensuring clients achieve consistent returns and peace of mind.
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