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Advice Works Better When People Know Your Story


Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Meet the Dahlberg, Knott & Brandt Group
A Team You Can Rely On

A Team You Can Rely On

We bring together a range of different backgrounds, specialties and personalities – but we’re united by a shared passion for helping people. The result? Sophisticated financial guidance that’s delivered in a grounded, deeply human way.

How We Can Help

We view our work as a form of stewardship. It’s about caring for the people and families who trust us, helping them make thoughtful decisions and creating more room for joy in their lives. By helping coordinate the many financial decisions that come with life, we strive to make you feel more confident in what’s to come.

Planning for Retirement and What Comes Next

Planning for Retirement and What Comes Next

Forward-looking guidance designed to help you prepare for life’s next chapter.

Investment Guidance

Investment Guidance

Building portfolios designed to weather changing markets and support your goals.

Business Owner and Transition Planning

Business Owner and Transition Planning

Helping you navigate growth, succession and any major transitions.

Family and Legacy Planning

Family and Legacy Planning

Helping your family prepare for future generations and the legacy you hope to leave behind.

Tax and Financial Coordination

Tax and Financial Coordination

Working alongside CPAs, attorneys and your other trusted professionals to keep your decisions aligned.

Insurance Planning

Insurance Planning

Helping you think through the role insurance should play in your plan.

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