Our Story
Douglas Fluke, CFP® founded DSF Wealth Management LLC in 2006. He began his finance career in 1998 as an Investment Advisor with Paine Webber in Washington, DC, and later joined Legg Mason as an Assistant Vice President.
During his career, Doug has worked with large corporations to manage their Employee Stock Option Plans (ESOP) and Employee Stock Purchase Plans (ESPP), and partnered with nonprofits, such as associations, foundations and endowments to draft their investment policy guidelines and manage their investments. Today, he works primarily with affluent families and business owners to provide investment advice, retirement and estate planning, and develop tax and risk management strategies. His clients currently reside in twenty states.
History
Doug relocated his practice from the Washington, DC area to Atlanta, GA in 2009 and currently lives in the Chastain Park neighborhood with his wife, Lindsay, and two children. He is a graduate of Skidmore College in Saratoga Springs, NY, where he was two-time captain of the Men’s Tennis Team, and earned his Bachelor of Science in Business.
Doug is a board member of AYTEF, which provides promising young tennis players the opportunity to reach their potential through a variety of after-school and summertime programs. He is also a board member of YMCA Camp High Harbour, and a member of both the Children’s Healthcare of Atlanta Will’s Club and the Buckhead Business Association. He enjoys tennis and golf, and any activity with his children.
Doug holds FINRA registrations 7, 63, and 24 through Cetera Advisor Networks, and his 65 through CWM, LLC, as well as Life and Health Insurance Licenses in several states. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Our Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.
