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Where It's All About You

Welcome to the home of DFS Advisors, LLC, a boutique financial services firm with an office in Mooresville, North Carolina, serving individuals, families and small businesses across the country since 1992.

Welcome To
DFS Advisors, LLC

Financial professionals affiliated with DFS Advisors, LLC provide financial planning, investment advisory and wealth management services, as well as investment sales and service, life, accident and health insurance planning and placement, and income tax planning and preparation services.

We take a holistic approach to financial planning, seeking to integrate each aspect of your family financial situation into a coherent whole. It is our desire to be your "go-to" advisor for any personal financial issue.

Contact us today for a free no obligation consultation.

Wealth Management

Growing your wealth requires planning, patience and foresight. With our time-tested investment strategies, we’ll help you pursue long-term profitability through a financial plan tailored to your specific goals, objectives and situation.

Income Tax Services

Dealing with income taxes can be stressful. Our team of tax professionals can help relieve you of that burden. Click Learn More below to find our Tax Preparation Checklist and to upload files to us.

Insurance Services

Your insurance coverages should form the foundation of your financial plan. Let our advisors evaluate your existing coverages and assist you in identifying and addressing any unmet needs in your current plan.

Our Areas of Specialization

Market Summary


Pre-Retirement Planning Worksheet

Whether your focus is on early-life cycle goals – buying your first home and educating your children – or later-term goals such as retirement and estate planning, our advisors can assist you in developing a vision and creating an action plan to work toward your goals and accumulate and manage your financial assets for optimal results.

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We believe life Insurance should rarely be sold or bought as an investment. On the other hand, if you have a life insurance need, then the right insurance policy may be the best investment you ever make. The right coverage can help ensure not only that the funds are available upon your untimely death, but can provide important long-term financial planning strategies as well.

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 Income Taxes

Let us handle the details. Our over 30 years of combined experience, a firm handle on your financial situation, and year-round availability make us a highly qualified choice for your income tax preparation service. We’ll help manage your affairs so income tax season doesn’t seem so daunting.

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