By Advisors

For Advisors

We seek like-minded investment professionals

Looking for a more inspiring alternative

To join our Team

Why We Built DTWN

The seeds of DTWN were planted in the soil of frustration …a frustration shared by so many advisors. Traditional wealth management firms - whether wire-houses, regional brokerages, or platform custodians - too often felt like the “same old, same old.”

Despite new and seemingly different independent structures, we saw a deeper sameness: sales-driven cultures, transactional mindsets, and an institutional focus that left little room for individual creativity or meaningful client relationships.

We strained to serve clients within systems that prioritized the firm over the advisor and over the client. We searched for platforms that truly felt different but found that most were simply variations on the same theme.

We were also uninspired by commoditized services, uninspiring brands, and bureaucratic models designed to maximize institutional profit rather than advisor success.

So, we built DTWN. And we’re still building it—a firm designed to help advisors thrive as entrepreneurs, serve clients with artistry, and take pride in a brand that exudes excellence and creativity.

Our DNA - By Advisors For Advisors

DTWN is built By Advisors For Advisors

Rather than run by and for financial executives, bankers, and managers

DTWN is led by people who have lived and still live the advisor’s journey

We understand viscerally the challenges of growth, of protecting clients’ interests, and of striving for excellence

This advisor-first perspective allows us to strip away the inefficiencies, the wasted programs, and the bureaucracy that plague traditional firms

As a result, we empower advisors with higher payouts, more freedom, and create more opportunities for advisors to grow and succeed

Different by Design

We’ve designed a firm built on a foundation of what matters to advisors:

  • Maximized payout to Advisors and Other Revenue Opportunities

  • Advisors are supported as creative business owners, not as “producers” with monthly quotas

  • We invest in a distinctive, attractional brand that makes advisors proud to represent DTWN

  • Our culture values creativity, collegiality, and life-work balance

  • Advisors are encouraged to be artist-entrepreneurs, crafting unique client experiences and shaping their own professional legacies

A Vision…For You

If you have a personal desire
To be more than a cog in someone else’s sales machine
If you yearn for a work life that values creativity and entrepreneurial spirit
Then DTWN might be the place for you

DTWN is more than a business - it’s an adventure
If this resonates with you, consider joining our adventure and our team