What Dekker Financial Services does

Dekker Financial Services is a privately held, founder-operated financial advisory firm founded in 2002 and based in Chandler, Arizona, serving clients across the Phoenix metropolitan area. Led by founder and financial advisor Adam Dekker and staffed by fewer than ten employees, the firm provides fee-based financial planning and investment advisory services at a fiduciary standard. It explicitly specializes in what it calls the 'Financially Single' — recently widowed or divorced individuals — while also serving individual investors and business owners/entrepreneurs. Its core offerings include personal financial planning, investment advisory services, divorce financial consulting, tax planning and preparation, and business planning, complemented by add-on services such as estate planning, life insurance and annuity products, and bookkeeping.

The business operates through a regulated advisory structure: advisory services are offered through Silver Oak Securities, Inc., a Registered Investment Advisor, while financial planning services are offered through Meredith Dekker Financial Services, LLC, a state-licensed investment adviser doing business as Dekker Financial Services, LLC, with these entities described as separate. The firm does not build proprietary technology; instead it integrates third-party custodian and planning platforms — Orion Client Portal, Charles Schwab, Right Capital, and Canopy — for client account access, portfolio management, financial planning, and document/reporting workflows.

Revenue is generated through professional-services advisory and planning fees; pricing is not publicly disclosed. Go-to-market is sales-led through direct advisor-client relationships, with in-person appointments at the Chandler office and appointment booking via the website. Demand generation relies on content marketing — an active blog, monthly newsletter, podcasts, and a library of financial calculators — alongside referrals and local community reputation.

Name

Dekker Financial Services

Legal name

Meredith Dekker Financial Services, LLC

Website

https://dekkerfinancial.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Dekker Financial Services is a Chandler, Arizona fiduciary financial advisory firm offering financial planning, investment management, tax, estate, and divorce financial consulting, specializing in serving recently widowed or divorced ('Financially Single') individuals, business owners, and individual investors.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Trust, Fiduciary & Estate Planning Services (FSABADAG), Estate Administration & Probate Services (FSAAANAE)

Keywords

• Financial planning services
• Investment advisory services
• Tax planning preparation
• Estate planning services
• Divorce financial consulting

Headquarters

HQ city

Chandler

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Planning and Advisory Services: Fee-based financial advisory services provided at a fiduciary standard. Services include personal financial planning, investment advisory services, divorce financial consulting, tax planning and preparation, estate planning, and business planning for owners and entrepreneurs.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Dekker Financial Services provides fee-based, fiduciary-standard financial advisory and planning services to individuals and business owners. Core offerings include personal financial planning, investment advisory services, tax planning and preparation, estate planning, divorce financial consulting, and business planning for owners and entrepreneurs. Services are delivered through a team of advisors operating primarily from a Chandler, Arizona office, with client account management supported through third-party custodian platforms.

Product overview

Dekker Financial Services is a financial advisory firm offering a comprehensive suite of planning and investment services through its core offerings: Personal Financial Planning, Investment Advisory Services, Divorce Financial Consulting, Tax Planning & Preparation, and Business Planning for Owners & Entrepreneurs. The firm specializes in serving recently widowed or divorced individuals, offering Investment Management Services, Life Insurance & Annuity Products, Estate Planning, Tax Preparation & Bookkeeping Services, and Divorce Financial Analysis at a fiduciary standard. Services are provided through affiliated Registered Investment Advisors including Silver Oak Securities, Inc. and Meredith Dekker Financial Services, LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Financial Planning Comprehensive financial planning service that coordinates wealth and risk management, estate and retirement planning, and tax strategies to help clients achieve their financial vision. Targeted at individuals and households seeking a holistic financial plan.
• Investment Advisory Services Investment management services that work with clients ranging from experienced investors to financial novices to create customized portfolio strategies aligned with their financial goals.
• Divorce Financial Consulting Financial analysis services for individuals going through divorce, helping them understand the financial implications and make informed decisions during the transition.
• Tax Planning & Preparation Tax preparation and strategic tax planning services designed to help clients minimize tax bills and optimize tax strategies throughout the year, not just at filing time.
• Business Planning For Owners & Entrepreneurs Business planning services for business owners and entrepreneurs to structure their business properly, coordinate plans, and identify opportunities for growth and succession.
• Life Insurance & Annuity Products Insurance products including life insurance and annuities to provide protection and income planning solutions for clients as part of a comprehensive financial plan.
• Estate Planning Estate planning services to help clients structure how their assets are distributed and protect their legacy for future generations.
• Tax Preparation & Bookkeeping Services Ongoing tax preparation and bookkeeping services to maintain accurate financial records and ensure tax compliance for clients.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Two partnerships are on record, tiered core.

• Silver Oak Securities, Inc.coreChannel Partner/ Reseller/ DistributorRegistered Investment Advisor providing advisory services offered through Silver Oak Securities, Inc. The firm operates as a separate entity from Silver Oak Securities, which serves as the RIA platform for regulatory purposes.
• Meredith Dekker Financial Services, LLCcoreChannel Partner/ Reseller/ DistributorState licensed investment adviser dba Dekker Financial Services, LLC. The operating entity for the firm's financial planning services. Separate entity from Silver Oak Securities, Inc.

Recent moves5 records

Expansion highlights4 records

Direct peers

• Ellevest: A mission-driven wealth management firm focused on women, particularly those navigating major life and financial transitions — closely paralleling Dekker's 'Financially Single' life-transition niche.
• Modern Wealth: A fee-only RIA serving high-earning individuals and families with comprehensive financial planning, including tax and estate coordination — a comparable full-service fiduciary advisory model.
• Facet Wealth: A digital-first financial planning firm serving clients nationwide with flat-fee advice across investments, tax, and retirement — directly comparable to Dekker's fee-based, comprehensive planning model.
• Sequence Financial Specialists: A fee-only financial planning firm specializing in serving clients through life transitions including divorce and retirement — closely aligned with Dekker's niche focus and fiduciary service model.
• Worth Financial Advisors: A fee-only RIA providing financial planning and investment management to individuals and families, with an emphasis on comprehensive, coordinated advice — structurally similar small-firm fiduciary advisor.

Broad incumbents

• Carson Wealth: A large RIA platform supporting independent advisors with planning technology, investment solutions, and back-office infrastructure — comparable in fiduciary orientation but operating at significantly greater scale.
• XY Planning Network: A network of fee-only financial advisors serving Gen X and Gen Y clients with holistic planning — comparable fiduciary, fee-only positioning but with a younger, broader target market.
• Empower (formerly Personal Capital): A hybrid digital-plus-advisor wealth management firm combining technology-driven planning with human advisors — directly competes for the same fee-based, planning-oriented client segment.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, tax, and estate planning — a broad incumbent with overlapping service lines but vastly greater scale and geographic reach.

Others

• SmartAsset: A financial advisor marketplace and personal finance content platform that connects consumers with local advisors — adjacent competitor for client acquisition in the same Phoenix-metro and life-transition segments.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dekker Financial Services