DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to RIAs & consumers.

Louisville, KY
Joined May 2018
DPL Financial Partners joins firm owners at the RFG Owner's Retreat, Oct. 20-22 on Cape Cod. Let’s talk about how annuity and insurance solutions support firm-level growth.
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DPL leaders will be facilitating CEO Roundtables at the Tiburon CEO Summit, Oct. 19-21 in Boston. If you're attending, join the conversation and connect with fellow industry leaders on the trends shaping the future of wealth management.
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Retirement comes with big “what ifs”: living longer, market losses, balancing growth and protection, or retiring early. See how commission-free annuities may help address all four—and support a more secure retirement plan. 9tvlvb.s.gy/HDHlgk
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A growing account balance isn't a retirement paycheck. A personal pension, funded by a low-cost, commission-free annuity, can turn savings into income you can't outlive. 9tvlvb.s.gy/g18G0q
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Energized after a great week in Chicago at the Great Valley Advisor Group 2026 Annual Advisor Conference! Thank you to GVA CEO and co-founder James Spinelli and Paul Marrone for an insightful discussion on integrating annuity and insurance solutions directly into the wealth management workflow. DPL looks forward to working alongside GVA advisors to help integrate these solutions into their practices and drive client value.
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We insure our homes and cars without a second thought — but what about the paycheck that makes everything else possible? This October, Disability Awareness Month is a reminder to protect the income you count on. The right coverage can keep life steady if the unexpected happens: ·     Income to lean on if you can’t work ·     Stability for you and the people who depend on you ·     Real peace of mind, whatever comes   Protecting your income is protecting your plan. DPL can help — visit dplfp.com to learn more.
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DPL Financial Partners is at the Stratos Wealth Partners conference, Oct. 6-8 in Rosemont, Ill. Let’s discuss how integrating annuity and insurance solutions unlocks for client planning.
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Your future self is counting on the choices you make today. October is National Financial Planning Month — a great reason to check in on your retirement plan and ask whether it’s truly built to carry you through. Commission-free annuities can help your money do more than ride the market’s ups and downs: ·     Turn your savings into income you can count on ·     Let your money grow tax-deferred ·     Protect your principal, where available Take a little time this month for the plan that will take care of you. DPL can walk you through it at dplfp.com.
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None of us likes to picture needing care someday — but planning for it is one of the kindest things you can do for yourself and the people around you. This October, Long-Term Care Planning Month is a gentle nudge to think ahead. Modern, commission-free insurance solutions can help you prepare without upending the retirement you’ve worked so hard for: ·     Help with unexpected care costs ·     Protection for your hard-earned savings ·     Freedom to choose how and where you’re cared for A little planning now can spare your family big decisions later. DPL can help you take that first step — visit dplfp.com to learn more.
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DPL Financial Partners is at the Great Valley Advisor Group conference, Sept. 29 - Oct. 1 in Chicago. Find us on the floor to talk about bringing  annuity and insurance solutions inside your existing workflow.
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DPL Financial Partners is at OnePoint BFG, Sept. 28-30 in Galloway, N.J. Stop by to see how DPL connects annuity and insurance solutions to the workflow you already run.
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DPL Financial Partners is exhibiting at Sanctuary’s Oasis, Sept. 28 - Oct. 1 in Tampa. Stop by to learn how DPL integrates annuity and insurance solutions into client planning. #Oasis2026 #WhatsNext
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DPL Financial Partners heads to the NewEdge conference, Sept. 27-29 in Bluffton, S.C. Let’s discuss ways you can build annuity and insurance solutions into your practice.
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DPL Financial Partners is joining the Wealth Enhancement Advisor Summit, Sept. 23-25 in Snowbird, Utah. Let’s talk about folding insurance and annuity solutions into your holistic planning model.
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Proud moment for DPL! We won the Retirement Income category at the 2026 Wealth Management Awards. Powered by Avenew—our platform for integrating commission-free annuities—we're empowering holistic retirement planning. Congrats to all finalists!
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DPL Financial Partners will be at OneDigital Evolve26 — Sept. 16-18, Kansas City. Find us to talk about making annuity and insurance solutions part of the wealth management process.
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DPL Financial Partners will be at Future Proof, Sept. 14-17 in Huntington Beach. Find us to talk about bringing annuity and insurance solutions into the platform you already run.
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Happy Labor Day from the DPL Team! We hope today brings a well-deserved chance to relax, recharge, and enjoy time with the people who matter most.
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The people we love are the reason we plan. This September, for Life Insurance Awareness Month, take a quiet moment to think about what you’d want to leave in place for them. Life insurance is more than a safety net — with the right commission-free policy, it can quietly do a lot of good: ·     Protect your family’s financial future ·     Build cash value that grows tax-deferred ·     Leave a legacy that outlasts you A simple coverage check today can bring real peace of mind tomorrow. DPL is here to help — visit dplfp.com to learn more.
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Heading to the ECHELON Partners Deals and Dealmakers Summit, Sept. 1–3 in Laguna Niguel? Be sure to catch our Founder & CEO David Lau during the opening-day “Ask the Experts” session. DPL is proud to sponsor this premier gathering of M&A leaders, dealmakers, and advisors shaping the future of wealth management. Reach out if you’d like to connect.
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