Meet the team dedicated to your financial success.
Our team has the know-how and the heart to help you.
Not everyone who manages money has your best interests at heart. We do. As an independent financial advisory firm, we put your needs first and we can prove it with diligent documentation and transparent conversations.
As a product-agnostic, fee-based advisory firm, we are fiduciaries dedicated to act in your best interests. With an array of investment tools and options at our disposal, we can help you build a personalized financial and retirement portfolio that reflects the level of risk you’re comfortable with as you approach retirement. We’re here for you – today and every day after.
What Makes DuPont Advisory Group Different?
FIDUCIARY
We are legally bound to always act in our client's best interests. Seriously!
NO HIDDEN FEES
As a fee-based firm, we are fully transparent on how we are compensated.
CRPS® PROFESSIONAL
We have the knowledge and know-how to ensure your plan will stand the test of time.
GIVING BACK
We believe in charity and giving back to our community.
Terry DuPont, CRPS®
CEO, Founder
Terry DuPont is founder and CEO of DuPont Advisory Group, a Registered Investment Adviser. He feels it is his moral and professional responsibility to provide leadership and guidance in helping people cut through all the misleading, conflicting information out there so they can make wise decisions leading to a retirement full of success, meaning, and significance, with an emphasis on wealth preservation and protective growth.
Terry is a Chartered Retirement Plans Specialist, Certified Wealth Preservation Planner and Certified Philanthropic Developer. He is a much sought-after speaker, and author, as well as founder of Blue Ocean Consulting, an advanced strategic planning firm, and DreamCatchers Initiative, a non-profit personal and business leadership and development curriculum, utilizing new worldwide cultural teachings and breakthrough thinking.
Amanda Neal
Vice President & Director of Operations
Amanda Neal is Vice President & Director of Operations at DuPont Advisory Group and DuPont & Associates, Inc. Ms. Neal works along side Terry DuPont and helps clients with any questions or information they may need. Ms. Neal ensures every client is receiving the focus and attention they truly deserve. Amanda has been with DuPont Wealth Management for over 10 years and truly enjoys the job she does!
Amanda resides in Churubusco, IN with her 2 beautiful children, Addison & Jagger.
Joanne Brown
Planning and Allocation Specialist
Born and raised in Canada, Joanne Brown now lives and works in rural Iowa, where she is an ambassador with the Financial Awareness Foundation. She holds her Series 65 license and her insurance license and—as a financial professional—believes in putting her clients’ needs first every time.
In addition to her work in financial services, Joanne helped to organize Sisters Helping Sisters, a community where members help one another in the area, and she is also a facilitator with ChristLife Ministries.
When she’s not at work, Joanne enjoys learning, music, flower gardening, and motorcycle rides with her husband of 40 years, Michael, as well as spending time with her two grown children, Travis and Tiffany.
Ready To Meet Your Team Of Warsaw, IN Financial Professionals?
Request two complimentary special reports from Terry's book.
Discover the proven principals to create a more worry-free retirement with less stress by reading these special reports from Terry’s book, Retire Abundantly.
Let’s talk!
Have a question or comment? Let us know.
©2022 Dupont Advisory Group |
Privacy Policy
523 South Buffalo Street, Warsaw, Indiana 46580
Fee-based financial planning and investment advisory services are offered by DuPont Advisory Group a Registered Investment Advisor in the State of Indiana. Insurance products and services are offered through DuPont & Associates, Inc. DuPont Advisory Group and DuPont & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
21693 - 2022/2/14