About us

DAO helps transform the most important businesses into vigorous, agile organizations that anticipate the unpredictable, adapt rapidly to disruption and outcompete their opposition. We work with clients who do not hide from the future but want to define it, clients with high potential and high ambition, determined to adapt and become enduring winners.

Our mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms.

At DAO, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans.

Our vision is that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered through an independent financial advisor affiliated with an independent financial services firm. Our strategy supports our mission and vision.