Dale R. Austin is an independent financial advisor with nearly twenty years of financial services experience. He is a founder and CEO of Service Wealth Management, an independent advisory firm. He sees himself as a financial guide, helping clients successfully navigate an increasingly complex financial landscape. His respect for his clients is reflected in his philosophy of combining knowledge and experience with the highest level of personal service.
Dale helps clients by realistically assessing a client's financial situation and by spending a great deal of time listening to their concerns for their future, only then does he develop a strategy that will help them reach their goals. He gets a great deal of satisfaction from providing the financial solutions clients need.
He specializes in investment and retirement planning, risk management, estate planning, tax planning, and insurance needs analysis. Because he is an independent advisor he is always able to work in his clients' best interests. He can draw on a broad range of resources and tools and is not obligated to any proprietary products.
Dale has been a business owner for much of his career; before he became a financial advisor he had his own construction company. He is uniquely aware of the financial challenges facing the small business owner, especially in the area of tax planning, and is perfectly positioned to help small business owners with their concerns over both their business and personal finances.
Dale began his studies at the University of Pittsburgh in Economics but received his Bachelor of Science degree in Business Administration with an emphasis in Accounting. He is a registered Investment Advisor Representative.
When Dale is not working with his clients he spends his time with fiancé Diana and their four blended family children. As a "Sports Dad" he can be found running them to and from their games and cheering them on.