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For over 20 years, we have been facilitating sound decision-making around investment management, retirement planning, tax strategies and multi-generational wealth planning.

DawnDahlby.com / Dawn Dahlby and Relevé Financial Group, LLC are related companies, owned and managed by Dawn Dahlby-Jurkovich. Dawn Dahlby provides subscription-based coaching services and information through the “Own It, Earn It, Grow It” online platform that is designed to assist people of all ages grow financially empowered and should not be construed as investment advice relevant to individual situations. Coaching clients of Dawn Dahlby are under no obligation to utilize Relevé Financial Group for investment advisory services.  Advisory services and investment advice are only offered to individuals that become clients of Relevé Financial Group.

 

OUR MISSION

We inspire people to think differently about their wealth so they can LIVE WELLthy™ today and tomorrow.

 

OUR VISION

We are a leading and innovative wealth advisory platform. We deliver valued advice that impacts the financial and personal well-being of our clients.

 

 

With opportunities to serve clients nationally, Legacy by Relevé offers comprehensive, value-based wealth management services to executives, entrepreneurs, and retirees, with a strong emphasis on empowering women to build their personal security and their financial freedom at the same time.

Our clients tell us they are looking for comprehensive wealth management and overall financial guidance. Our services go beyond the day-to-day management of your money. We work to ensure that the financial decisions you make align with your personal values.

Our practice operates as a fiduciary and as an independent Registered Investment Advisor (RIA). Fiduciaries and RIAs are required by law to represent the best interests of their clients when selecting investments and giving advice. Those best interests include recommending low-cost options when selecting funds and other investments and avoiding conflicts of interest.

WHO WE SERVE

We believe your relationship with a financial advisor should provide you with more than advice on investments.

 

We strive to understand the unique needs of all of our clients and take pride in building a deep, meaningful relationship with each individual.

Our firm’s existing clients are executives and entrepreneurs, multi-generational families, independent women responsible for managing business and personal wealth, and individuals in or near retirement who are transitioning into “work is optional” financial independence.

  • Multi-generational Families
  • Independent Women
  • Executives and Entrepreneurs
  • Corporate Executives
  • Individuals In or Near Retirements

 

 

Meet the entire team

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Dawn Dahlby-Jurkovich, CFP®, BFA™, CRPC®

Wealth Wellness Expert, CEO, Founding Partner

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Kimberly Bannwarth, CRPC®, CSCP

Vice President, Founding Partner, Managing Director

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Nadine Thibault, CFP®, BFA™

Director, Advice team, Private Wealth Advisor

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Erin Morrissey

Marketing Director

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Jake Fromm, CFS®

Lead Investment Analyst

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Kacie Hintz

Client Service Representative

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Amanda Jefferis

Marketing Assistant

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Johanna Thielen

Client Service Associate

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Lisa Haster

Estate Attorney, Partnership with Relevé

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Jennifer Yarusso

Insurance Specialist, Partnership with Relevé

Site Design Rebecca Pollock
Site Development Alchemy + Aim