DTRT ADVISORS, LLC
GAINESVILLE, FLORIDA

DTRT Advisors, LLC is a fee-only Registered Investment Advisor. We financially plan at an hourly rate or manage investable assets, whether personal or retirement plan assets, for a small percentage fee. DTRT Advisors principles are highly experienced credentialed financial planners. We are simply providing advice on a fiduciary basis, meaning, we act in your best interest only. By remaining an independent advising firm, we financially plan, solve, and implement solutions based on what is best for you and your family. Welcome to our Sanctuary to provide financial advice… Welcome to DTRT Advisors, LLC. DTRT Insurance Services, LLC is a licensed insurance agency supporting the operations of DTRT Advisors. We offer annuities, life, disability, and long-term-care insurance to individuals and groups. We seek insurance solutions from only highly rated insurance companies and the lowest cost. We feel insurance in the simplest form is a commodity. Meaning, if the insurance company rating, product, benefits, provisions, and exclusions are all the same… then price or income received is the determining factor. The best company at the lowest price or highest income wins…the client does not win with a single company insurance agent. The insurance agent has a fiduciary to his employer company, not his or her client. At DTRT Insurance Services, LLC we seek out multiple company product solutions as your broker…the broker has a fiduciary to act in your best interest…plus remember our credentialed financial planners advise to a fiduciary standard, acting in your best interest always. Welcome to our Sanctuary to provide insurance products and services. Welcome to DTRT Insurance Services, LLC. DTRT Advisors and Insurance Services, LLCs Member Principle: Securities offered through Coastal Equities, Inc., Member FINRA/SIPC. Investment Advisory Services offered through DTRT Advisors, LLC. DTRT Advisors, LLC and Coastal Equities, Inc. are not affiliated. Mission Statement DTRT Advisors and Insurance Services, LLCs provide trusted advice for individuals and families working hand-in-hand to achieve their life goals through financial planning and retirement income planning. We provide unbiased, non-incented financial advice and products based on the needs, objectives, and financial attitudes of our clients. We have built our company on the ideal of putting the client first in every decision we make. Our clients celebrate our sanctuary of independence daily. The most important consideration in selecting a financial services firm is a firm’s principles. Compatible principles are essential for satisfying, continuing relationships, which depend on mutual trust and respect. Mutual trust and respect are core DTRT principles that are essential for growing client relationships. Put the client first in every financial advising/planning decision /product recommendation. Advising without sales goals or proprietary products We created DTRT Advisors based on these principles "I met with Ron, the president, and he was fabulous. He was willing to help me as a college student and sat with me for free for almost an hour, going over financial basics and making general recommendations. DTRT Advisors, LLC is a fee-only Registered Investment Advisor. We financially plan at an hourly rate or manage investable assets, whether personal or retirement plan assets, for a small percentage fee. DTRT Advisors principles are highly experienced credentialed financial planners. We are simply providing advice on a fiduciary basis, meaning, we act in your best interest only. By remaining an independent advising firm, we financially plan, solve, and implement solutions based on what is best for you and your family. Welcome to our Sanctuary to provide financial advice… Welcome to DTRT Advisors, LLC. DTRT Insurance Services, LLC is a licensed insurance agency supporting the operations of DTRT Advisors. We offer annuities, life, disability, and long-term-care insurance to individuals and groups. We seek insurance solutions from only highly rated insurance companies and the lowest cost. We feel insurance in the simplest form is a commodity. Meaning, if the insurance company rating, product, benefits, provisions, and exclusions are all the same… then price or income received is the determining factor. The best company at the lowest price or highest income wins…the client does not win with a single company insurance agent. The insurance agent has a fiduciary to his employer company, not his or her client. At DTRT Insurance Services, LLC we seek out multiple company product solutions as your broker…the broker has a fiduciary to act in your best interest…plus remember our credentialed financial planners advise to a fiduciary standard, acting in your best interest always. Welcome to our Sanctuary to provide insurance products and services. Welcome to DTRT Insurance Services, LLC. DTRT Advisors and Insurance Services, LLCs Member Principle: Securities offered through Coastal Equities, Inc., Member FINRA/SIPC. Investment Advisory Services offered through DTRT Advisors, LLC. DTRT Advisors, LLC and Coastal Equities, Inc. are not affiliated. Mission Statement DTRT Advisors and Insurance Services, LLCs provide trusted advice for individuals and families working hand-in-hand to achieve their life goals through financial planning and retirement income planning. We provide unbiased, non-incented financial advice and products based on the needs, objectives, and financial attitudes of our clients. We have built our company on the ideal of putting the client first in every decision we make. Our clients celebrate our sanctuary of independence daily. The most important consideration in selecting a financial services firm is a firm’s principles. Compatible principles are essential for satisfying, continuing relationships, which depend on mutual trust and respect. Mutual trust and respect are core DTRT principles that are essential for growing client relationships.