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What Makes Us Different

When it comes to choosing an advisor for your family or business finances - experience matters.
With nearly a century of combined industry expertise, our team has the insight you need to move forward with confidence.

Individual & Family<br />Financial Planning

Individual & Family
Financial Planning

Our advisors will guide you through a process aimed at getting to know you and your family.

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Small Business
Advisory

You can rely on our team to deliver independent support, custom advice and tailored solutions.

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How We Help

Throughout your lifetime, you will make thousands of financial decisions. Some will be small and happen daily, while others will be large, once-in-a-lifetime occurrences. Your long-term financial success will depend on how you respond to each of these choices.

At Dawson and Bertran Investment Advisors, our goal is to educate you so you can make well-informed decisions for yourself, your family and your business. Not just for today, but for a lifetime.

Whether you need assistance with insurance, college or retirement planning - we will design a comprehensive strategy that: