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Your financial world shouldn't be confusing.

Finances have a tendency to intimidate and overwhelm. If you're like most people, your financial world is spread across multiple different firms and advisors, each handling their own little part. These parts never talk to each other or coordinate, leaving you uncertain about your present, let alone your future. It doesn’t have to be this way.

Kevin & Max Bruce


Since 1974

We've been helping our clients understand their financial world and pursue their goals for over four decades. Over the years we have assembled a team with a broad range of expertise across the financial industry.

Kevin Bruce

Wealth Coach :: Managing Partner

Zach Stover

Wealth Coach :: Partner

Chris Adams

Wealth Coach :: Partner

Kendall Curry

Wealth Coach :: Director of Investment Services

Walt Jamison

Wealth Coach

Cody Faust

Wealth Coach

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Family of Companies

Everything in one place

The DMBruce Family of Companies isn't limited to Comprehensive Financial Planning and Investment Management. We can also handle your Insurance needs, Tax and Accounting, Small Business Management and even provide comprehensive Information Technology Services.

© DMBruce Wealth Solutions. All rights reserved.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.