Care for Your Family.
Wealth Management and Financial Planning for Retirement and Beyond.
Finances can be overwhelming, but your loved ones are worth planning for.
Never wonder if you could have done more with what you have right now.
Care for your loved ones today, tomorrow, and beyond.
Optimize Wealth
Rest easy knowing our team has a plan for your finances.
Save Time
Stop struggling with complicated data, analytics, and investment portfolios.
Enjoy the Moment
Find freedom in focusing on life today—let us worry about your financial future.
We don’t think you should have to be a financial expert to take great care of your family.
Over 130 5-Star Google Reviews and counting
Team of certified professionals with decades of experience
Committed to serving our clients with empathy and excellence
Meet Our Founder and CEO, Mike Heatwole
At The Dala Group, we believe good stewardship leads to financial freedom. First, we start with a review of your financial picture; then we partner with you to plan for the unexpected, efficiently manage your investments, and design a blueprint for your future. We will be there each step of the way as you move towards the lifestyle you desire and ultimately, the legacy you want to leave.
What Our Clients are Saying
No person was compensated for the testimonials (statements provided by current clients) and endorsements (statements provided by persons who are not current clients) presented here. Each person gave permission for The Dala Group to publish their testimonial or endorsement. Outcomes are personal and specific and one person’s experience does not guarantee identical outcomes in the future for another person.
Working with The Dala Group is simple.
Step 1:
Schedule a Call
Book a free, 15-minute call to find out if we’re the right fit for you.
Step 2:
Share Your Goals
Tell us your vision for your family’s future, and we’ll develop a plan to get you there.
Step 3:
Gain a Partner
Wake up tomorrow knowing you’ve taken great care of your family.
The Dala Group is an Independent Registered Investment Advisory Firm. We are a fee-based fiduciary committed to transparent pricing.
| Assets Under Management | Annual Fee |
|---|---|
|
$0 to $1,000,000 |
1.0% |
|
$1,000,001 to $2,000,000 |
.75% Learn More |
|
$2,000,001 to $3,000,000 |
.60% Learn More |
|
$3,000,000 to $10,000,000 |
.50% Learn More |
|
Over $10,000,000 |
.35% Learn More |
Transaction fees charged by the custodian for trades executed within the account(s) are paid by The Dala Group and included in the fee listed above. The fee schedule above is applicable for new individual clients of The Dala Group who are provided both financial planning and investment management services; this fee schedule is not applicable for consulting clients or SIMPLE IRA participants.
Life is Full of Decisions – Let Us Help with the Financial Ones.
At The Dala Group, we think dreaming about retirement should be enjoyable. But too often, making big life decisions during that transition is stressful.
We don’t think you should have to walk that path alone, and we don’t think you should have to be a financial expert to take great care of your family.
You deserve to feel confident in your finances, so we’re here to partner with you to build a plan designed for your unique challenges. Our extraordinary team is ready to handle your needs, and we are dedicated to realizing your ideal future.