Financial Services

DOAAR is a small and responsive team of certified public accountants, financial planners, and certified private wealth advisors. Our goal is to educate and ultimately reduce the amount of time, energy, and stress you spend on household finance and planning decisions. Your goals are paramount to us, and the stewardship of your financial future is not a responsibility we take lightly. 

Financial Planning

Comprehensive evaluation of current income, expenses, and desired financial outcome by using current known variables to predict future income and asset values.

Investment Advisory

Identifying the needs and wishes of our clients in order to make customized investment recommendations and deliver transparent securities and bonds analysis.

Retirement Planning

Determining retirement income goals, throughout the different life and business stages, and the actions and decisions necessary to achieve those goals. For both individuals and businesses.

 Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.  
 Axxcess offers advisory services independent of Arete. Neither firm is affiliated.