An Introduction to Dash Investments

With hundreds of satisfied clients, wealth management firm, Dash Investments has earned a reputation as one of the top investment advisors in the country. Providing a diverse range of financial planning services, from investment management to retirement planning, the firm offers clients a comprehensive, one-stop resource for all their financial needs. With all that you have to balance in your day to day life, it’s nice to know you have a partner looking out for your financial future. At Dash Investments managing your future is what we do best.

What Can Dash Investments Do For You?

You’ve worked hard for your money. So, when it comes to choosing a financial advisor, you want an experienced and trusted professional that can assist you in all aspects of managing your financial life. You also want to know that your advisor is providing you with all of the important facts. At Dash Investments, we pride ourselves in setting a higher standard of excellence and integrity, and we strive to provide a level of service that exceeds your expectations.

Our team of executives has established themselves as one the top financial advisory firms in the country. Through our national network of financial planners and investment advisors, we bring this same level of excellence to investors across the country.

These days investors require more than a just the occasional portfolio statement from their investment advisor. That’s why Dash Investments offers comprehensive, hands-on financial services to each and every client. This 360-degree approach to investment management is what truly set us apart. Contact us today and find out what Dash Investments can do for you.

Complete Financial Planning Services

In order to assist you in achieving your financial goals, Dash Investments offers a full range of built in, financial planning and advisory services. We believe that assisting our clients to reach their goals requires going beyond basic investment management. Find out how our expert financial advisors can help you get where you want to go.

Personalized Portfolio Management

While many investment advisors tend to manage client assets as a pool, we take a different approach. Building a portfolio tailored to you and your needs is our specialty. You need to make sure your money is working to help you reach your goals, not someone else’s. Find out how Dash Investments can help you create a portfolio customized to you, not your advisor.

The Retirement Planning Professionals

Proper guidance and planning can make all the difference in your retirement success. Whether you are already in retirement, nearing retirement or want to start planning now for this important life event, our retirement planning experts are well equipped to help you construct a sound retirement plan, that will give you the peace of mind you need.

A Message From Our Founder

The story of Dash Investments begins over twenty years ago, when a chance meeting between myself and legendary investor, Warren Buffett, sparked a mentoring relationship that continues to this day. Back then I noticed something was missing from the investment industry. I saw that top-level investment management was only made available to big institutions and very large private investors. It was my belief that all investors deserved to have access to top-quality wealth management strategies and proactive customer service. It was this idea that inspired me to start Dash Investments – a firm with a different philosophy that would truly enable all investors to achieve their financial goals.

The fact that our firm has maintained a client retention rate of nearly 100% since inception simply validates the core beliefs and philosophies I founded the company on.

It is our belief that no two investors are the same and we incorporate this belief into everything we do. That’s why we offer a complete, personalized service that takes your entire financial picture into account.Above all, we believe in the value of your peace-of-mind. That’s why all client assets are managed by a team of highly qualified financial experts, and always with your best interest in mind. We also commit to fiduciary principles, which include always putting our client’s interests first.

We believe “partnership” means sitting on the same side of the table as our clients. That’s why our executives keep a majority of their own personal assets under management alongside client investments. This ensures that our interests are always 100% aligned with yours.

With top financial advisors throughout the U.S., we provide services to investors across the nation. Today, our clients include working professionals, retirees, families and institutions. Regardless of what kind of investor they are, we take the time to get to know each of them personally. Doing so we have built relationships with investors all over the country who value our professional investment expertise and advice.

We look forward to getting to know you and we hope to become a partner in your success.


Jonathan Dash, Founder & CEO