Blucora to Rename Wealth Management Business Unit as Avantax Wealth Management

Firm Offers Tax-Smart Planning & Investing Strategies to Advisors and the Clients They Serve   September 9, 2019—Earlier this year, our firm’s wealth management support and services provider, 1st Global, was purchased by Blucora, Inc., a leading provider of technology enabled solutions to consumers, small businesses and tax professionals. Blucora plans to unify its two… Read More

Congratulations Sean Mahoney!

Congratulations to Sean Mahoney on being a part of the latest Leadership Lafayette class. We know Sean will have a great experience developing relationships with other local leaders and broadening his knowledge about the history and culture of our community.

Introducing Our New Firm Name and Brand

Our firm is excited to share with you a recent change in our company name from DSF Wealth Management, L.L.C. to Darnall Sikes Wealth Partners LLC.  We have chosen to align our brand more closely with our sister CPA firm (Darnall, Sikes & Frederick CPAs). Rest assured, you will continue to have the same great… Read More