Cave Financial Services


At Cave Financial, we understand there is more to smart investing than just timing the markets. That's why we partner with industry-professionals like Dimensional Fund Advisers who take a systematic approach to investing.

Dimensional's investment approach is grounded in economic theory and backed by decades of empirical research.

Weston Wellington, Vice President at Dimensional, describes how independent objective advice, delivered by a financial adviser can help investors have a better investment experience.

Dimensional Founder David Booth shares his perspective on the value of professional advice and the role financial advisers play helping investors handle uncertainty and make informed decisions.

The right financial adviser can play a vital role in helping you tune out the media noise and focus on actions that can improve your investment outcome.

In 2017, Dimensional conducted an investor feedback survey on behalf of advisers who work with their firm. The findings show that investors place a high value on the sense of security they receive from their financial adviser relationships.

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"Michael has a wealth of information to share with regards to financial planning...he has always provided valuable information to both my clients and me without being a pushy sales person! "
Vijay Nyayapati

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