Our Mission
Since 1993, D.R. Saur Financial has been faithfully serving clients and helping them achieve financial peace of mind built upon three pillars:
Investments
Service
Integrity
Our Core Values
Deliver what we promise
Exemplify pride in all we do
Create an incredible experience
Be fully engaged

DANIEL SAUR Senior Financial Advisor, President, Principal

MICHAEL WELCH, CFP® Senior Financial Advisor, Vice President

Haley richards
rodriques, CFP® Director of Practice Operations

MATTHEW WOLFE,
CFP®, CKA® Financial Advisor

Amy WalleyFinancial Planning Associate

Lisa SaurBusiness Consultant, Principal

Karen WhiteGeneral Manager

Sundina PalmerTransfer Administrator

Lindsay ThornhillAdministrative Assistant

Louise CochranAdvisor Assistant
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.