Daniel W Dittman Jr, CFP®, RICP®, CASL®, WMCP®, ChSNC®

Wealth Management Advisor

70 Birch Aly Ste 210
Beavercreek, OH 45440-1372
  • Office 937-427-7138

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Our Mission

We aim to be the most trusted advisors to our wealth holders whom we sit beside to create mission, vision, values driven planning.

Our Vision

We aim to be the most trusted advisors to our wealth holders.  Our team is the prototype partnership for "doing well by doing good" with wealth holder focus in the forefront of our mind.

Our Values

We are wealth holder focused with the fundamental belief of "people over profits." We are focused on long term mission, vision, values driven strategy versus short term fads.  We aim to be the most trusted advisor at the "right side of the table" with our wealth holders.  We are driven to refine our craft through increased designations and advanced certifications.  We all do well by doing good.

Our Background

Our team was formed to build a concierge style practice that enables our wealth holders to achieve their financial goals through implementation of creative and innovative solutions. Daniel Dittman, CPA, CFP®, ChFC®, CLU®, CASL®, RICP®, is our resident Wealth Management Advisor focusing on wealth accumulation and distribution strategies.  Dan spent 30 years as a CFO for two different companies, both valued at over $500 million before deciding to launch a financial planning practice with Northwestern Mutual.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck