DM Wealth
Meet Peggy Doviak

 

Margaret “Peggy” Doviak, Ph.D., CFP® founded D.M. Wealth Management, Inc., a fee-only financial planning and portfolio management firm in Norman, OK, in 2003.  

For ten years, Peggy taught for the College for Financial Planning in Denver, CO, mentoring thousands of financial advisers presenting seminars at the corporate headquarters or national conferences for major financial firms including Schwab, Ameriprise, and Smith Barney. She also taught five years for Oklahoma State University in their Master's in Personal Financial Planning program.

Peggy is proud of her work on financial literacy initiatives and helped write both the standards and curriculum for the “Passport to Financial Literacy,” Oklahoma’s mandate for financial education in middle and high schools. She served on the Advocacy Board for the Financial Planning Association and is part of the Women in Finance initiative (WIN) by the CFP Board of Standards.

Peggy is a a radio host, public speaker, and author of two personal finance books and a cozy mystery. More information about her is available on her website, www.peggydoviak.com. Peggy lives in Oklahoma and is owned by two cats and two horses.

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Openness, communication and accountablity have always been at the core of what we do.

 

We help you understand every investment decision made in your portfolio.

Any cost or fees are fully disclosed.

Unlike commission-based investors, we don't sell security products, funds or annuities. Instead, we operate in a fee-only manner to eliminate potential conflists of interest. 

We're your fiduciary.

As a Registered Investment Advisor of Oklahoma, we are your fiduciary - meaning we are legally appointed and authorized to hold assets in trust for another person. The fiducary manages the assets for the benefit of the other person rather than for his or her own profit. 

Put simply, being a fiduciary means we always place your interests first. The decisions we make are based purely on helping you reach your goals.

Peggy at the Capitol in Washington, DC, lobbying for financial professionals to be fiduciaries!