Welcome to DST
Financial Services
Goals-based behavioral
finance specialists
When you choose DST Financial Services, you will find an investment partner who:
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- Is solely focused on your goals, values, and future
- Is committed to learning who you are and what you care about
- Upholds the fiduciary standard and delivers independent advice
- Is focused on the long-term and guiding your behaviors toward positive outcomes
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About Us
DST Financial Services is a comprehensive financial services firm dedicated to helping our clients protect and grow their hard-earned assets. Our firm is independent, so our loyalty belongs exclusively to you. We deliver independent and objective advice to help you achieve your financial goals.
Dan Taylor
Founder and Financial Advisor
Dan Taylor, founder of DST Financial Services, offers nearly 30 years of experience in helping clients create, protect, and preserve their wealth. He specializes in providing in-depth financial planning and investment management support, with specific focus on behavioral finance. Once clients understand their feelings about wealth and what drives them, they can make a better, more disciplined plan for success. Dan believes in providing a “hands on” approach to financial guidance and truly cares about making clients’ dreams a reality.
Dan is passionate about three things in life: investments, golf, and family. Dan spent many years working in the investment industry as an equity analyst and banker, and uses his unique insight from that world to help people secure a successful financial future. He has found that golf is a great way to connect with many of his clients and an opportunity for him to share how he can help with their financial goals. When he’s not helping clients plan for the future or on the golf course, he enjoys spending time with his three children.
More About Dan
Dan earned a Bachelor of Science degree from Cornell University in 1995 and a Master of Business Administration degree from the Owen School at Vanderbilt University in 1999. He currently holds FINRA Series 7 and 66 licenses.
Dan is a member of Cambridge’s Premier Club, an exclusive recognition for top advisors. Premier Club honors financial advisor’s independent business accomplishments in delivering some of the highest levels of client service and productivity while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness.
Virtual Assistants
Through my partnership with my supervisory office Premier Wealth Management®, I have access to a team of specialists who allow me to spend less time on administrative tasks and more time focusing on helping you meet your financial goals.
Jodi Greiner and Jennifer Steinhart are my virtual assistants. They support me by opening new accounts, processing account transfers cashiering items, and paperwork, as well as marketing and advertising assistance. With their help I am able to better serve you!
View this financial professional's background on FINRA's Broker/Check
Our Services
There is an overwhelming amount of financial information and “advice” available today, and it’s difficult to know what’s valuable, what isn’t and which options are the best for you. At DST Financial services, we are committed to providing independent, actionable advice and offering only investment products and services that are best suited to meet your unique financial goals.
Customized Investment Solutions
We will evaluate your risk tolerance, time horizon, income needs, and liabilities to create a custom portfolio tailored to your situation.
Fee-Based Relationship
Our compensation is primarily fee-based and directly tied to how your portfolio performs. While we offer other compensation arrangements when they are in your best interest this is our preferred method. When you do well, so do we.
Charles Schwab
We have chosen Charles Schwab for clearing and custody of client assets. As one of the largest custodians, we place our trust in them just as you have trusted us.
Behavioral Finance
Investors’ emotions and feelings about money can influence their financial decisions. Our process seeks to limit emotionally-driven investment changes and optimize for the long-term.
Goals-Based Planning
No two investors are alike. Whether you’re looking to retire early, or leave a legacy to your children, we can make a plan to accomplish your specific goals.
Client Resources
Dan’s Clubhouse
One of Dan’s greatest passion’s in life is golfing. He has spent countless hours perfecting his game, and brings that same passion and determination to the world of finance. One of Dan’s favorite ways to get acquainted with clients is by spending time together on the links.
Dan has played golf at courses around the world and is a course rater with Golfweek magazine. He has put together this list of favorite courses, observations, and experience. Next time you meet with Dan, ask him about his time at Augusta, his favorite tournament, or the best round of golf he’s ever played.
Dan’s Clubhouse Secrets
Dan has played rounds of golf at all of the top 100 golf courses in the United States, and visited hundreds of others as well. Hover over each tile to reveal Dan’s list of clubhouse favorites from his travels.
Favorite Course
Favorite that surprises people
Something every golfer should do at least once
Best playing achievement
Best halfway house food
Best area for golf
Favorite place to bring a group
Purest golf culture, nothing pretentious
Hardest to get on
Best golf memory
Favorite architects
Best drink
First course played
Best shower indoor
Best shower outdoor
Best view from a shower
Best Pro Shop
Most unique trip to a course
Scariest club entrance
Most bizarre playing partner on a golf course
Coolest first tee experience
Golf event that means the most to me
Best golf bridge
Best player I've ever played with
Contact Us
If you are looking for an independent financial professional who is dedicated to providing exceptional service, delivering objective advice, and helping clients achieve their financial goals, let’s talk.
DST Financial Services | 30 Springhill Farm Court, Cockeysville, Maryland 21030 | Phone: 617-290-5965 | Fax: 866-544-7492 | dan@dstfinancialservices.com
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. DST Financial Services and Cambridge are not affiliated.
Cambridge does not offer tax advice.
Cambridge’s Form CRS (Customer Relationship Summary)
This communication is strictly intended for individuals residing in the states of DE, CA, CO, FL, IL, LA, MA, MD, NY, OH, PA, SC, TX, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.
Advisory services offered to residents of all 50 states.
The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, DST Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.