DFI Capital Advisors, LLC

Putting the PERSONAL back into personal finance. Giving our clients Clarity, Confidence and Control at www.dficapitaladvisors.com

http://www.dficapitaladvisors.com DFI Capital Advisors, LLC is an independent registered investment advisory firm (RIA), that provides comprehensive financial planning to Texas residents in their 20's, 30's and early 40's.


[01/11/16]   Remember You control your financial future. Start where You are Today. Use what You know Today. Do what You can Everyday. #MondayMotivation #MondayMoneyGoal

[01/04/16]   First Monday of the Year. Make it a great one and remember to live the life you desire and not the life you think you can afford. #MondayMotivation #MondayMoneyGoal

[08/24/15]   Remember your investment time horizon and your risk tolerance. Volatility is not the same as risk.

I love this financial pledge. Whenever you're setting goals you should have a positive and actionable mindset. You have the power to control your life.


All About the Dash | DFI Capital Advisors, LLC

All too often when people start to plan their financial goals, they tend to get tunnel vision focusing on the future and forget to enjoy the journey along the way. Remember that the dash between goals is the most precious part of life.

dficapitaladvisors.com All About the Dash Posted on July 20, 2015July 20, 2015 by DFIGreg A good friend recently shared her favorite poem with Rachel and I which is titled the same name as our son Dash. The “Dash Poem” goes on to explain that a person’s life is merely bookend by two dates, their birthday and the death of…

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What you do everyday is more important than what you do once in awhile. Have a great week my friends.


Midyear Money Date | DFI Capital Advisors, LLC

Summer means road trips, barbecues and plenty of beach fun. Take some time to beat the Texas heat and have a Money Date.

dficapitaladvisors.com Midyear Money Date Posted on June 17, 2015June 17, 2015 by DFIGreg Summer’s here so if your family is like mine, that means road trips, barbecues, and plenty of beach fun. Summer is definitely our favorite time of year with Rachel getting a nice break from school and tons of quality time with our…


30 Smart Money Moves to make in your 30s | DFI Capital Advisors, LLC

After years of working with baby boomers and high net-worth families I kept hearing "Man I wish I had met someone like you 20 years ago". Working with my generation has always been a passion of mine so I wanted to share some tips on you can begin living your life with confidence and control.

dficapitaladvisors.com 30 Smart Money Moves to make in your 30s Posted on May 29, 2015May 29, 2015 by DFIGreg Your thirties is the perfect time to rev-up your money and take control of your financial future. You’ve survived long nights in college, living paycheck to paycheck in your 20s and hopefully learnd from a coupl…


A Meditation For When You're Stressing About Money

Find harmony with your life and money.

mindbodygreen.com Creating a balance between spirituality and prosperity is very important. Money is a form of energy and can be used for good if there is a positive flow. When you have an abundance of money, you can

[04/14/15]   8 thing happy people do every morning http://ow.ly/3xJQpi

2 days left to fund an IRA for 2014...

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Good Monday Morning Peeps. Remember to Follow Your Happy

Each day is a new opportunity to improve.

An investment in your physical health today is a direct investment in your financial health tomorrow.

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Take charge of your entire financial life.

Have happy and safe 4th of July

Reason #8 to join us June 26th.

Reason #9. Budgets are Sexy

We are 10 days away from our online presentation, Wealth Management "A Woman's Perspective". I will be counting down 10 reasons you should attend.
#10. A Man is NOT a Financial Plan!

What does money mean to you? What is your financial personality? Most women have never really thought about these questions or truly understand how to leverage their financial personality to live their ideal life. Join me June 26th and receive the tools and knowledge necessary to confidently navigate all areas where your life and money intersect.

Learn to take charge of your money by joining me June 26th for our first live Web-chat open to the general public.

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Putting the "Personal" back into Personal Finance one client at a time.

Have a great and productive Monday

[05/29/14]   The Truth will set you free, getting there will not be easy

What will you do today to improve your tomorrow?


7 Things I Wish People Knew About 401(k) Plans - DailyFinance

Useful 401K info for those just starting out or close to retirement

www.dailyfinance.com Do you have a 401(k) plan? If so, read on. Here are seven things I wish people knew about their 401(k) plans.

Happy National Small Business Week

Budget Like a Boss | DFI Capital Blog

Would you like to be able to Spend Money Guilt Free, while Saving Money Effortlessly? Then read my latest blog post, Budget Like a Boss.



12 Ways to Dine Out on the Cheap - DailyFinance

Save money while having a good time #budgeting #money #millennials

dailyfinance.com By joining restaurant loyalty clubs and taking advantage of online coupons, you can save a lot of money on a night out dining with friends.

A Budget is more than just figures on a spreadsheet or an app on your phone. A budget is you living your ideal financial life, free from the stress of everyday expenses and uncertainties of the future.

Good luck to all the runners. #bostonstrong

In fitness, finance, love and really just life in general strive to be your best. #millennials #money #fitness #love


5 Things to Keep In Mind When Planning for Retirement

Financial Literacy Month

The content provided is for informational and/or educational purposes only. The information presented or discussed is not, and should not be considered, a recommendation or an offer of, or solicitation of an offer by, Scottrade or its affiliates to buy, sell or hold any security or other financial p...

Recent study shows Millennial's choose Roth over Traditional IRA
#millennials #money #entrepreneur

Don't allow financial stress or money worries to steal the beauty from your life.

I still have a couple dates available after Easter for you to schedule a Discovery Session in April.

Contact me Today at [email protected]


Financial Literacy Month | DFI Market Insight

7 Steps for claiming your Financial Independence
#FLM2014 #FLMonth2014 #Millennials


April is Financial Literacy Month. START a Conversation Today and claim your financial freedom.

#momentummillennial #FLM2014 #FLMonth2014 #money #millennials

Strive to improve everyday.
#budget #save #invest #protect #grow

[03/26/14]   There are an infinite amount of wants, but we only have a finite amount of income. #budget #save #invest #protect #grow

A Tale of Two Classes | DFI Market Insight

Is your adviser looking out for your best interest?


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418 Peoples St
San Antonio, TX

General information

Wealth Management STARTs with a Conversation. www.dficapitaladvisors.com www.twitter.com/DFIGreg http://www.youtube.com/user/DFIGreg We believe wealth management is a lifelong process that guides you to identify, implement and adapt strategies, based on your unique situation, goals and concerns. As as a Millennial/GenYer you deserve a financial planning firm that is accessible, affordable and one that takes advantage of technology while educating and keeping you accountable along your journey. We accomplish this by: -Understanding what money really means to you -Prioritizing and organizing your entire financial life -Monitoring your goals and identifying changes to keep you on track -Implementing technology for action plans and financial reviews -Keeping you accountable while provide guidance so you always know where you stand and where you want to me. If you're ready to take control of your financial life and finally feel confident about your money, head over to www.dficapitaladvisors.com and request a complimentary 30-minute discovery session.

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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