to helping our clients protect and grow their hard-earned assets


to delivering independent and unbiased advice


about providing a unique client experience


to their clients and their dreams

Focused on Your Goals

Trusting us with your hard-earned money is a job we take seriously. We specialize in analyzing investments and finding the best solutions to meet your needs based upon your risk tolerance and values. At DST Financial Services, we focus everything we do on what is right for you.

Our Interests are Aligned

We are committed to providing independent and unbiased advice and offering only investment products and services that we believe are best suited to help meet your financial objectives and goals. We utilize a fee-based approach to investing, enabling us to manage your portfolio based on your objectives and comfort zone through all market cycles.

Getting to Know You

What are you passionate about? At DST Financial Services, we are passionate about investments…and golf! We love connecting with clients who share an interest in the game and invite you to read more about our golf travels around the country.

Your Future Awaits

Your choice to work with DST Financial Services is the first step in getting unbiased recommendations and impartial guidance based directly on your needs and goals. We are not bound to any insurance or investment companies, so we have the freedom to structure our business in a manner that best serves our clients. 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.

View this financial professional's background on FINRA's Broker/Check

DST Financial Services, 30 Springhill Farm Court, Cockeysville, Maryland 21030, Phone: 617-290-5965, Fax: 866-544-7492,
Dan Taylor, registered representative of and securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. DST Financial Services and Cambridge Investment Research, Inc., are not affiliated companies.

Cambridge Investment Research, Inc. does not offer tax advice.

This communication is strictly intended for individuals residing in the states of DE, CA, CO, FL, GA, IL, KY, LA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WA, WV and DC. No offers may be made or accepted from any resident outside the specific states referenced.

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.