DLAK Wealth Advisors

DLAK Wealth Advisors Please visit our website at http://www.dlakadvisors.com/ Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).

OSJ: 419 Plum Street, Cincinnati, OH 45202; Phone: 513.579.1114. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. DLAK Wealth Advisors is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License ID #4106

239. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
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06/02/2026

Don't Miss FAFSA Deadlines

Applying for the FAFSA means keeping track of deadlines and quick turnarounds. You can get ahead of the game by watching our new FAFSA podcast on Money Talks with The Wealth Whisperer.

https://youtu.be/GYfcid0Sp1A?si=-UJRHsZRzc7ur7tO

In this episode of Money Talks "The Wealth Whisperer" sits down with The FAFSA Guru to break down the financial aid proc...
05/29/2026

In this episode of Money Talks "The Wealth Whisperer" sits down with The FAFSA Guru to break down the financial aid process and explain how families can make smarter education funding decisions.

Paying for college can feel overwhelming—but understanding FAFSA can open the door to opportunities many families don’t realize they qualify for. In this epi...

05/27/2026

Is FAFSA Worth It?

Yes! FAFSA is worth it! Diving into FAFSA is an overwhelming process, but highly rewarding. Get all your FAFSA resources in one place by watching our new FAFSA podcast on Money Talks with The Wealth Whisperer.

https://youtu.be/GYfcid0Sp1A?si=jM4jHZg7FCH-kKeS

05/21/2026

Everyone says they’re “fine with risk”... until the market drops 45%.
The truth?

Most investors don’t discover their REAL risk tolerance until volatility hits.

If your portfolio doesn’t match your comfort level, emotions can destroy long-term investing decisions.

Learn how risk assessment can help protect your future and keep you invested through market swings on the latest episode of Money Talks with the Wealth Whisperer.

https://youtu.be/olMRSTfBBIY?si=5_mFZpqMeXZxY74w

05/19/2026

Old School vs New School: Stop Gambling your future and start investing for your future

New School strategy: I better get in while it's HOT while Old School Investing shares a risky move that can cost you your future.

Because protecting your wealth isn’t about guessing right — it’s about diversifying smart so one market shift doesn’t wipe out years of hard work.

🎙️ Want the full strategy? Watch our latest podcast, Old School vs New School on Money Talks with The Wealth Whisperer.



https://youtu.be/8rXwjRZn1v0?si=aU5MCKG2loxgtaPE

05/14/2026

Turning 65 Doesn't Mean Instant Medicare

There's more to Medicare than you think. Doing your research and picking the right coverage can save you thousands. Learn how to take the first steps by watching our Medicare Podcast on Money Talks with The Wealth Whisperer
https://youtu.be/lox917JKVnw?si=yCbTucZYtbkGvQjC

05/12/2026

Insurance is Boring, but Necessary

Something always happens, and the right insurance can help keep you prepared. Learn more about what insurance can do for you by watching our podcasts on Money Talks with The Wealth Whisperer.

https://youtu.be/eTBUZ-8NP1c?si=pakI52r3f_E-EQ27

Is it Time to Claim Social Security?A single choice can cost you thousands in Social Security. Timing is everything. Fol...
05/11/2026

Is it Time to Claim Social Security?

A single choice can cost you thousands in Social Security. Timing is everything. Follow The Wealth Whisperer and learn the intricacies of Social Security and remember knowledge is power.

https://youtu.be/VMF1heEMOmc?si=jszdhWmcykDU_MKs

Address

9100 West Chester Towne Centre #355
West Chester, OH
45069

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