About Us

DBP Wealth Advisory Group

DBP Wealth Advisory Group was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to achieve a reputation of excellence in the industry by providing our clients with a high level of personal service. We work actively with each client, and any of their associated advisors, to help create the financial stability and security necessary to achieve financial independence.

Our team consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your financial professionals, we will help you keep focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our firm is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, please contact us.

Our People

D. Brent Portell, CLU, ChFC

Principal

D. Brock Portell

Registered Representative

Rooney Barker, CLU

Registered Representative

Dave Bargetzi

Senior Case Design Analyst

Rachel Mobley

Administrative Assistant and Operations