Meet the professionals who can help you Pursue Your Goals


We help individuals and families pursue their ideal retirements.

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

dan

DANIEL SAUR Senior Financial Advisor, President, Principal

mike

MICHAEL WELCH Senior Financial Advisor, Vice President, Principal

haley

Haley richards
rodriques, CFP® Director of Practice Operations

matthew

MATTHEW WOLFE,
CFP®, CKA® Financial Advisor

amy

Amy WalleyFinancial Planning Associate

lisa

Lisa SaurBusiness Consultant, Principal

karen

Karen WhiteGeneral Manager

sundina

Sundina PalmerTransfer Administrator

jamie

Jamie bernardOffice Administrator

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.

Or give us a call at 800.347.0835

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