Dessonville Financial Group Incorporated

Dessonville Financial Group provides fee-only investment advisory services to individuals, high-net-worth clients, trusts, family-owned investment entities and estates, offering ongoing portfolio management, asset allocation, asset selection and regular portfolio monitoring. Clients engage the firm under an asset management agreement, typically meet a $100,000 household minimum, and grant a limited power of attorney to permit trade execution and fee deduction.

The firm employs an actively managed, tactical asset-allocation approach informed by fundamental and qualitative analysis, third-party research and portfolio-management software, using mutual funds, ETFs, individual equities, REITs, master limited partnerships and bonds. Portfolios are generally constructed for long-term holding but the firm may use short-term trades as market conditions warrant, and it manages accounts on both discretionary and non-discretionary bases while relying on custodians for trade execution and custody.

Notably, a larger portion of the firm’s assets is managed on a non-discretionary basis — $53,020,000 non-discretionary versus $30,660,000 discretionary as of December 31, 2025 — so clients commonly retain final approval over trades, a practice that is uncommon among similar supported firms. The firm also operates with a small advisory team and discloses reliance on a single senior investment decision-maker, which concentrates investment oversight and factors into its continuity and succession considerations.