DRT Financial Advisors (DRT) simplifies your life by providing tax, accounting, and financial planning services through a single firm of dedicated CPAs and CFP® professionals.
Your Financial Advisors for Life
Some financial institutions get people in the door through aggressive sales tactics and confusing jargon. We like to take another approach.
We Show Our Clients the Big Picture
When you spread your financial services out across many different offices you end up with an incomplete perspective on your financial health. At DRT we help our clients zoom out and see the big picture.
Relationships Always Come First
We’re not here to sell you something and run. We want to develop long-term, mutually beneficial relationships with our clients.
You’ll Feel Zero Pressure
Since we’re in it for the long run, our client relationships aren’t about upselling the latest product so we can earn a trip to Mexico. Instead, we offer wise counsel and empower our clients to choose what works best for them.
Set yourself up for future financial success.
A lot goes into developing a long-term, successful financial plan, and finding the right products and services in a sea of options is overwhelming. Where should you start? Who can you trust? At DRT, we simplify your search for financial products and services by acting as a one-stop shop for financial services. Our team of professional accountants, financial planners, and investment specialists can help you develop a holistic approach to your long-term financial planning.
STEP 1
Download our Financial Planning Questionnaire
This questionnaire will guide you and a member of our team as we map your financial future.
STEP 2
Schedule a Consultation
Do you have questions? A free consultation is the best way to discover how we can serve you.
STEP 3
Experience Financial Confidence
We’re honored to help many local families and businesses experience financial confidence.
DeLand, Florida’s Premier, Full-service Financial Firm
If you feel intimidated and overwhelmed by the financial industry, you’re not alone. We work with clients every day who struggled to get their hands around their financial lives before they joined our family. At DRT, our clients are central to everything we do. We believe in a personal approach and strive to simplify your experience by providing a low-stress environment and high-quality, client-centric guidance.
For decades, we’ve worked with our friends and neighbors to advise them as they work to provide stability and legacy for their families. Our collection of financial services can be tailored to meet your needs, and if we don’t have what you need, we can help you find someone who does.
The DRT team has the professional knowledge, experience, and insight to meet you right where you are and tailor services to fit your life.
Dreggors, Rigsby & Teal’s shareholders are Certified Public Accountants regulated by the State of Florida. Our company also is registered with the Florida Office of Financial Regulation as a licensed Registered Investment Advisor.
In addition to proving the traditional tax and accounting services, we are affiliated with the CPAlliance. Through our affiliation with the CPAlliance, Dreggors, Rigsby & Teal can offer low-cost, tax-efficient, pooled and separate account management, trust services, and retirement solutions, as well as investment trading, reporting and compliance.
Contact
Send us a message
Get in touch
DRT Financial Advisors
1006 N Woodland Blvd
DeLand, FL 32720
(386) 734-9441 phone
(386) 738-5351 fax
Mon-Fri: 8 am-5 pm
We close noon on Fridays from Memorial Day through New Year's Day.
