Plan for Your Financial Future,
Starting Today


Our team is committed to helping you make your dream retirement a reality.

Our Team

At DG Advisors, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

Jonathan Marshall

Wealth Advisor and President - CLTC, CRPC®

Brendon Rowan

Investment Adviser Representative | Operations Manager

David Kovalenko

Agent | Life & Health Licensed

Dakota Rowan

Agent | Life & Health Licensed

Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

retirement-income

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

investments

Investments

ira-401k-rollovers

IRA/401(k) Rollovers

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

ira-legacy

IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Insurance products are offered through the insurance business DG Insurance, LLC. DG Advisors is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by DG Insurance, LLC are not subject to investment Advisor requirements. AEWM and DG Insurance, LLC are not affiliated companies.

Attend an
Upcoming Event

Discover the hidden strategies that can transform your business at our event, "Preparing for the Curveballs - the premiere playbook training for business owners" on March 5. Learn from Jonathan and Lisa Marshall about the 6 Business Killers and gain valuable tactics to play offense. Dane DeSantis will share insights on successful business transitions, while tax law trailblazer Ed Lyons imparts wisdom on innovative tax strategies. Don't miss this unique opportunity, followed by a Brave Spring Training game and networking at Coll Today Park. Secure your spot for an unforgettable business and baseball experience!

Mar 5
2024
Mar 5, 2024
Preparing for the Curveballs – the premiere playbook training for business owners
| 9:00 am
| Solis Hall of Wellen Park

taxes-wp

Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

  • The different types of retirement accounts.
  • Why tax laws are ever-changing.
  • Options for tax deductions in retirement.

Come Meet with Us


To learn more about DG Advisors or to schedule a no-obligation meeting, contact us today!

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By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.