What Makes Us Different

Selecting someone to appropriately invest and manage your hard earned money isn’t an easy task. When it comes to choosing an investment 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.

As an independent firm, we truly care about what’s important to you and your family. Our team is personable, friendly, and committed to making financial planning stress-free and enjoyable. At Dawson and Bertran Investment Advisors, we value connection more than anything. We are intent on establishing and growing meaningful relationships, because the most successful financial strategies are rooted in trust and mutual respect. 

Whether you are in need of retirement planning advice, an insurance protection strategy, or want to change your company’s retirement plan - we are the partner you can depend on.