D. A. Flowers & Company is no longer taking new clients.
After many years as an investment advisor and financial planner, I will be retiring effective July 31st, 2026. It has been a great pleasure to work with you over these years and I appreciate the trust you have shown me in guiding your financial affairs. I am grateful for our years together and I look forward to your continued financial success.
(510) 868-2648
Financial Planning provides a comprehensive view of your financial situation and recommends specific actions for you to take in the short, medium and long term time horizons. Planning is a collaborative process between D. A. Flowers & Company and you. Our role is to understand your goals, aspirations and concerns and then translate those ideas…
Investment management is the prudent allocation of your financial resources in order to achieve your financial goals. Proper design, implementation, and management of your investment portfolio is critical to your financial success and security. D. A. Flowers & Company provides investment management services on a fee only basis. Our fundamental investment philosophy has three tenets:…
D. A. Flowers& Company is a fee-only Financial Planning and Investment Management firm. Fee-only means that we do not receive commissions, sell any financial products or receive any compensation beyond the fees clients pay directly to us. Founded in 2009, D. A. Flowers & Company is an independent Registered Investment Advisor (RIA) regulated by the…