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Our Company

Dempsey & Associates was founded in 1997 with the goal of giving straight forward independent investment and financial planning advice. Each portfolio and plan is customized for every client. We address short term, intermediate term, and long term investment needs. We also review and offer advice on debt, insurance, and estate planning.

Our Commitment

Our approach is very hands on with understandable and realistic action plans to address your goals. Ongoing communication is vital to a solid financial plan and we pride ourselves on maintaining contact throughout the year and responding immediately to any requests.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (610) 644-0858.