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We are Financial Professionals

At DMS Advisors LLC, our mission is to help individuals and families make confident financial decisions through personalized planning, disciplined investment management, and retirement income strategies designed to support their long-term goals.

Our objective is simple: to build lasting relationships while helping our clients retire with confidence and live the lives they have worked hard to achieve.

About Daniel

Daniel M. Smith | Financial Advisor, Gradient Advisors, LLC | President, DMS Advisors LLC

For more than a decade, I have helped individuals, families, and retirees make confident financial decisions. As an Independent Financial Advisor, I specialize in retirement planning, investment management, and wealth management designed to help clients pursue their long-term financial goals.

My approach begins with understanding what matters most to each client. Whether preparing for retirement, managing investments, creating income strategies, protecting assets, or planning a legacy, I believe every financial recommendation should be tailored to the client’s unique situation and objectives.

I work with clients through a comprehensive planning process that focuses on organization, education, and personalized guidance. By combining financial planning with investment solutions, I help clients create strategies designed to address both today’s needs and tomorrow’s opportunities.

When I’m not working with clients, I enjoy spending time with my wife, Renee, and our two children, Nora and Ollie. As a husband, father, and advisor, I understand the importance of building a financial future that provides confidence, security, and flexibility for the people who matter most.

My mission is simple: to help clients make informed financial decisions and move forward with greater clarity and confidence.

Strategic Alliances

MICHAEL BINGER, CFA®

President, Gradient Investments, LLC

KEITH GANGL, CFA®

Senior Portfolio Manager, Gradient Investments, LLC

TYLER ELLEGARD, CFA®

Senior Portfolio Manager, Gradient Investments, LLC

This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by an investment advisor representative of Gradient Advisors, LLC (GA). This investment advisor representative refers clients to GI for portfolio management services. GI does not pay separate compensation to GA in relation to its endorsement or any promotional services. However, GA receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. GA also shares in the revenue of GI via quarterly payments based on the amount of total assets GA places with GI. This endorsement incentivizes GA in increasing the assets placed with GI, and therefore the compensation received by GA. GA’s investment advisor representatives are not affiliated with or supervised by GI. An additional conflict of interest exists because GA and GI are under common ownership. While these conflicts of interest exist, investment advisor representatives of GA are subject to fiduciary duty and must act in the best interests of their clients. These investment advisor representatives and their clients are not required to use GI, and may select other investment managers.

Our Services

Asset Allocation & Risk

We pride ourselves on providing retirement strategies. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.

Asset Maximization

Our main objective is to assist you in navigating today’s complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.

Business & Succession Planning

We help provide you with strategies to potentially increase the efficiency of your business for as long as you own it, and for once you’ve decided to move on.

Enhanced Planning

Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.*

Income Planning

Retirement Income shouldn’t be a guessing game. At DMS Advisors, LLC, we help you turn your savings into a steady, tax-efficient income stream through all three phases: accumulation, distribution, and preservation.

Retirement Strategy & Risk

Our organization prides itself on providing retirement strategies. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated strategy.

*Our firm does not provide legal advice, and you should consult an attorney for such advice.