I had a one-hour meeting with D M Wealth Management for a mix of retirement planning and a general financial review, and I walked in feeling pretty anxious about whether I was on track. I walked out feeling genuinely reassured.
I worked with Emilee, who took the time to gather all my financial information and pull it together into a clear, holistic picture, then walked me through some long-term strategies based on where I actually stand. The team were friendly and attentive throughout, and Emilee in particular explained everything in a way that matched my level of understanding. I didn't ever feel talked down to or like the information was over my head. It felt like… read full review
Emilee is very friendly and eager to work with anyone about any aspect of financial planning they may be curious about. She is very educated and well informed. She will not only work with you to achieve your financial goals, but will discuss with you how you might wish to attain them, letting you control strategies based on your own morals and ethics on how you want your money invested. She truly wishes to serve all members of her community, and specifically sought out the series 65 Registered Investment Advisor license for its fiduciary responsibility to prove her sincerity and trustworthiness.
I have worked with Emilee for a year now and trust her completely.
I met with Emilee Tarver to organize and evaluate my budget in preparation for an ongoing expense. She was incredibly helpful; she went over my finances in detail and outlined a plan going forward. She was involved and took time to understand the whole picture. Because of her guidance, I was able to stop worrying so much about my finances and the impending extra payments I'd have to factor in. I'd definitely recommend DM Wealth if you're struggling to make sense of your finances!
309 East Main Street, Norman, OK 73069
