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TAILOR-MADE PORTFOLIO MANAGEMENT

We’ll handle the whole process for you

Whether you’re starting a new job, combining retirement accounts from previous jobs, or just want an independent option for your 401(k), we’re happy to help. We’ll handle the whole process for you and get you an investment account that’s easy to understand, contribute to, and manage. Do you know the best part? Consultations are completely free.
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Focused on people

Your money isn’t just a number on a spreadsheet. It’s how you’re going to travel the world, buy Christmas gifts for your grandchildren, contribute to your favorite causes, and support yourself in the next phase of your life.
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Transparency

We want you to truly understand where your money is invested. If you know where your money is and why it’s there, you’ll be more comfortable with your investments when fear is prevalent in the market.

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Adaptability

The market is always changing. That’s why we don’t believe in set-it-and-forget-it investments. We’re constantly evaluating how our investments are working for you, and we’re always looking for ways to improve.

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Value Investing Redefined

Have you seen our report? Get it in your email now!

We are diligent researchers. We aim to keep you informed every step of the way so you can feel confident that you’re making sound financial decisions. Our latest report provides an overview of the considerations and potential benefits of value investing-redefined.

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Financial insights, reactions,
and guidance from Tom Dupree.

Tom’s primary purpose is to provide excellent customer service and unbiased financial advice to folks based on thorough research and tenacious fact-gathering. He promotes his ideas about investing and other topics on his weekly radio show and podcast.
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Mark and Patricia S.

“These folks are fantastic. We have been with them for around 10 years now and have learned that not only are they great at what they do, they are honest, compassionate people who do what they say they will do. You cannot go wrong here.”

This testimonial was given by a current client. They were not given any compensation for this testimonial. There are no material conflicts of interest.

 

Dawn Robitaille

“I have been with Dupree Financial Group for over 15 years and they’ve allowed me to enjoy my retirement. They explain the investment plan and strategy and have earned my trust. I don’t worry about my investments”

 

This testimonial was given by a current client. They were not given any compensation for this testimonial. There are no material conflicts of interest.

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A letter from Tom Dupree, Founder

I’ve been in the investment business for nearly 45 years, starting off as a municipal bond salesman. Over time, I used my knowledge of local and state finance to study both corporate finance and revenue streams. When I decided to focus on purely retirement investing nearly 20 years ago, I became convinced that the most important feature of retirement investments should be cash flow, with growth secondary to that. Why? Retirees need monthly income.

We invest in things that produce recurring revenue. It makes sense, because you have recurring expenses.

Call us today at 859-233-0400 to make a no-obligation appointment. We will review your retirement investment portfolio, and make recommendations. It never hurts to have another set of eyes take a look at your portfolio.

Tom Dupree

Tom Dupree

Founder of Dupree Financial Group