Financial DNA™ Supporting Leading Financial Advisory Firms
by Anonymous

The Dumbarton Group and Coddington team to deliver Financial DNA™ to the leading financial advisory firms in the United States.

We believe the Financial DNA™ process provides a superior discovery system for "knowing the client" because of a strong focus on qualitative human characteristics. A unique feature of Financial DNA™ is the ability to deliver a systemized solution that will enable advisors to work with clients beyond the "numbers." The Financial DNA™ system can be tailored to interface with financial advisory firms existing solutions on a user-friendly basis and with low establishment costs.

For additional information: info@dumbartongroup.com



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