{"id":2471,"date":"2022-08-04T14:24:55","date_gmt":"2022-08-04T14:24:55","guid":{"rendered":"https:\/\/www.dupreefinancial.com\/?page_id=2471"},"modified":"2026-02-23T22:36:10","modified_gmt":"2026-02-24T03:36:10","slug":"about-us","status":"publish","type":"page","link":"https:\/\/www.dupreefinancial.com\/about-us\/","title":{"rendered":"About Us"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_direction=&#8221;90deg&#8221; background_color_gradient_stops=&#8221;#007e74 0%|#00665e 100%&#8221; background_image=&#8221;https:\/\/www.dupreefinancial.com\/wp-content\/uploads\/2022\/08\/hero-bottom-divider.png&#8221; background_size=&#8221;contain&#8221; background_position=&#8221;bottom_center&#8221; custom_padding=&#8221;||100px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;f0994dd1-1eb5-4548-adb9-5034ce922b57&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;Playfair Display|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#FFFFFF&#8221; header_font_size=&#8221;50px&#8221; header_line_height=&#8221;1.1em&#8221; custom_margin=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>About us<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;f0994dd1-1eb5-4548-adb9-5034ce922b57&#8243; max_width=&#8221;800px&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;0px||0px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;rgba(255,255,255,0.5)&#8221; text_font_size=&#8221;22px&#8221; text_letter_spacing=&#8221;0.5px&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;|26px||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>1500+ Client Accounts<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;rgba(255,255,255,0.5)&#8221; text_font_size=&#8221;22px&#8221; text_letter_spacing=&#8221;0.5px&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]Serving Clients since 2003[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;f0994dd1-1eb5-4548-adb9-5034ce922b57&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.6em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;100%&#8221; max_width=&#8221;1000px&#8221; module_alignment=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]Dupree Financial Group will manage your portfolio for you. You will get a fully customized experience, adapted to your particular needs. Tom Dupree, our seasoned founder and leader, offers skilled guidance to our team.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;f0994dd1-1eb5-4548-adb9-5034ce922b57&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_button button_url=&#8221;https:\/\/www.dupreefinancial.com\/book-an-appointment\/&#8221; button_text=&#8221;Book a meeting&#8221; button_alignment=&#8221;center&#8221; button_alignment_tablet=&#8221;center&#8221; button_alignment_phone=&#8221;center&#8221; button_alignment_last_edited=&#8221;off|desktop&#8221; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;20px&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_use_color_gradient=&#8221;on&#8221; 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_builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#f1f1f1&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;a5a48500-6def-4aaf-8fb7-d1dc5e65fd87&#8243; width=&#8221;90%&#8221; max_width=&#8221;1400px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;gcid-f8c8741a-085d-4ebc-a722-6424c0855446&#8243; header_2_font_size=&#8221;42px&#8221; header_2_line_height=&#8221;1.3em&#8221; custom_margin=&#8221;||40px||false|false&#8221; custom_margin_tablet=&#8221;0px||||false|false&#8221; custom_margin_phone=&#8221;0px||||false|false&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; 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header_font_size=&#8221;36px&#8221; body_text_align=&#8221;center&#8221; body_text_color=&#8221;gcid-30487ba9-0dcb-459d-88d0-9b91764c3509&#8243; body_font_size=&#8221;20px&#8221; body_line_height=&#8221;1.6em&#8221; image_icon_custom_margin=&#8221;||||false|false&#8221; image_icon_custom_padding=&#8221;||||false|false&#8221; custom_margin=&#8221;||30px||false|false&#8221; custom_css_blurb_title=&#8221;margin-top: -15px;||margin-bottom: 15px;&#8221; global_colors_info=&#8221;{%22gcid-f8c8741a-085d-4ebc-a722-6424c0855446%22:%91%22icon_color%22,%22header_text_color%22%93,%22gcid-30487ba9-0dcb-459d-88d0-9b91764c3509%22:%91%22body_text_color%22%93}&#8221;]We work hard for you. We do everything as a team, which means you get the benefits of all our brains\u2014not just one person.[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;We do our research&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#xe007;||divi||400&#8243; icon_color=&#8221;gcid-f8c8741a-085d-4ebc-a722-6424c0855446&#8243; image_icon_width=&#8221;60px&#8221; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;Playfair Display|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;gcid-f8c8741a-085d-4ebc-a722-6424c0855446&#8243; header_font_size=&#8221;36px&#8221; body_text_align=&#8221;center&#8221; body_text_color=&#8221;gcid-30487ba9-0dcb-459d-88d0-9b91764c3509&#8243; body_font_size=&#8221;20px&#8221; body_line_height=&#8221;1.6em&#8221; image_icon_custom_margin=&#8221;||||false|false&#8221; image_icon_custom_padding=&#8221;||||false|false&#8221; custom_margin=&#8221;||30px||false|false&#8221; custom_css_blurb_title=&#8221;margin-top: -15px;||margin-bottom: 15px;&#8221; global_colors_info=&#8221;{%22gcid-f8c8741a-085d-4ebc-a722-6424c0855446%22:%91%22icon_color%22,%22header_text_color%22%93,%22gcid-30487ba9-0dcb-459d-88d0-9b91764c3509%22:%91%22body_text_color%22%93}&#8221;]We welcome your questions. We do all our own research, and we keep you informed and educated about where your money is invested and why.[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;We take the long view&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#xf06e;||fa||400&#8243; icon_color=&#8221;gcid-f8c8741a-085d-4ebc-a722-6424c0855446&#8243; image_icon_width=&#8221;60px&#8221; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;Playfair Display|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;gcid-f8c8741a-085d-4ebc-a722-6424c0855446&#8243; header_font_size=&#8221;36px&#8221; body_text_align=&#8221;center&#8221; body_text_color=&#8221;gcid-30487ba9-0dcb-459d-88d0-9b91764c3509&#8243; body_font_size=&#8221;20px&#8221; body_line_height=&#8221;1.6em&#8221; image_icon_custom_margin=&#8221;||||false|false&#8221; image_icon_custom_padding=&#8221;||||false|false&#8221; custom_margin=&#8221;||30px||false|false&#8221; custom_css_blurb_title=&#8221;margin-top: -15px;||margin-bottom: 15px;&#8221; global_colors_info=&#8221;{%22gcid-f8c8741a-085d-4ebc-a722-6424c0855446%22:%91%22icon_color%22,%22header_text_color%22%93,%22gcid-30487ba9-0dcb-459d-88d0-9b91764c3509%22:%91%22body_text_color%22%93}&#8221;]We plan way ahead, always keeping you and your goals in mind with every decision we make. We promise to put you first, keep you informed, and help you plan for the life you want.[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-f8c8741a-085d-4ebc-a722-6424c0855446&#8243; background_image=&#8221;https:\/\/www.dupreefinancial.com\/wp-content\/uploads\/2022\/08\/newsletter-bg.png&#8221; background_size=&#8221;contain&#8221; background_position=&#8221;center_left&#8221; global_colors_info=&#8221;{%22gcid-f8c8741a-085d-4ebc-a722-6424c0855446%22:%91%22background_color%22%93}&#8221;][et_pb_row _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;f0994dd1-1eb5-4548-adb9-5034ce922b57&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;Playfair Display|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#FFFFFF&#8221; header_font_size=&#8221;50px&#8221; header_line_height=&#8221;1.1em&#8221; header_2_font=&#8221;Playfair Display|700|||||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;50px&#8221; header_2_line_height=&#8221;1.1em&#8221; custom_margin=&#8221;||15px||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left;\">Our values<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.6em&#8221; width=&#8221;100%&#8221; module_alignment=&#8221;center&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]Our goal is quality research and a customized portfolio. 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}<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->@media (max-width: 767px) {<!-- [et_pb_line_break_holder] -->  .slide { min-width: 100%; }<!-- [et_pb_line_break_holder] -->  .custom-slider { padding: 40px 20px; }<!-- [et_pb_line_break_holder] -->}<!-- [et_pb_line_break_holder] --><\/style>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<div class=\"custom-slider\"><!-- [et_pb_line_break_holder] -->  <button class=\"arrow arrow-left\">\u276e<\/button><!-- [et_pb_line_break_holder] -->  <button class=\"arrow arrow-right\">\u276f<\/button><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"slider-track\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"slide\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"card\"><!-- [et_pb_line_break_holder] -->        <\/p>\n<h3>Humanity<\/h3>\n<p><!-- [et_pb_line_break_holder] -->        <pee>We\u2019re centered around people, not just the numbers. It\u2019s not merely about growing your wealth. Rather, it\u2019s about using your money to support the life you want, whatever that may look like for you. That\u2019s why we stay focused on the people behind the numbers, and why we\u2019re dedicated to finding personal solutions that work for you and your life.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"slide\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"card\"><!-- [et_pb_line_break_holder] -->        <\/p>\n<h3>Research<\/h3>\n<p><!-- [et_pb_line_break_holder] -->        <pee>We do our research the old-fashioned way: in-house and in-depth. We personally research the companies we invest in\u2014before we invest in them. That means diving deep into annual reports, talking to decision makers, and even visiting in person to get a feel for the place. 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custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{%22gcid-30487ba9-0dcb-459d-88d0-9b91764c3509%22:%91%22text_text_color%22%93}&#8221;]Whether you\u2019re starting a new job, combining retirement accounts from previous jobs, or just want an independent option for your 401(k), we\u2019re happy to help.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; ul_text_color=&#8221;#8e8e8e&#8221; ul_line_height=&#8221;1.6em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><span style=\"white-space: pre-wrap;\">Direct &amp; indirect rollovers<\/span><\/li>\n<li><span style=\"white-space: pre-wrap;\">401(k), 403(b), and 457 plan rollovers<\/span><\/li>\n<li><span style=\"white-space: pre-wrap;\">Protect your tax-advantaged accounts<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.5em&#8221; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]Roth IRA[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;|700|||||||&#8221; header_3_text_align=&#8221;left&#8221; header_3_text_color=&#8221;gcid-f8c8741a-085d-4ebc-a722-6424c0855446&#8243; header_3_font_size=&#8221;30px&#8221; header_3_line_height=&#8221;1.1em&#8221; custom_margin=&#8221;||15px||false|false&#8221; global_colors_info=&#8221;{%22gcid-f8c8741a-085d-4ebc-a722-6424c0855446%22:%91%22header_3_text_color%22%93}&#8221;]<\/p>\n<h3>Set aside after-tax income<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-30487ba9-0dcb-459d-88d0-9b91764c3509&#8243; text_line_height=&#8221;1.6em&#8221; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{%22gcid-30487ba9-0dcb-459d-88d0-9b91764c3509%22:%91%22text_text_color%22%93}&#8221;]<span style=\"white-space: pre-wrap;\">A retirement account that allows you to save after-tax income: We can help you determine whether a Roth IRA is right for you, set the account up for you, and manage it up to and through your retirement.<\/span>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; ul_text_color=&#8221;#8e8e8e&#8221; ul_line_height=&#8221;1.6em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><span style=\"white-space: pre-wrap;\">Save $5,500 to $6,500 a year toward retirement<\/span><\/li>\n<li><span style=\"white-space: pre-wrap;\">Enjoy tax-free withdrawals after age 59 \u00bd<\/span><\/li>\n<li><span style=\"white-space: pre-wrap;\">Supplement your retirement income with a Roth IRA<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.5em&#8221; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]Traditional IRA[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;|700|||||||&#8221; header_3_text_align=&#8221;left&#8221; header_3_text_color=&#8221;gcid-f8c8741a-085d-4ebc-a722-6424c0855446&#8243; header_3_font_size=&#8221;30px&#8221; header_3_line_height=&#8221;1.1em&#8221; custom_margin=&#8221;||15px||false|false&#8221; global_colors_info=&#8221;{%22gcid-f8c8741a-085d-4ebc-a722-6424c0855446%22:%91%22header_3_text_color%22%93}&#8221;]<\/p>\n<h3>Build your own retirement<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-30487ba9-0dcb-459d-88d0-9b91764c3509&#8243; text_line_height=&#8221;1.6em&#8221; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{%22gcid-30487ba9-0dcb-459d-88d0-9b91764c3509%22:%91%22text_text_color%22%93}&#8221;]<span style=\"white-space: pre-wrap;\">You can use a traditional IRA to supplement your employer-sponsored retirement accounts. We can help you set up and manage your traditional IRA and help you manage your income from the account in retirement.<\/span>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; ul_text_color=&#8221;#8e8e8e&#8221; ul_line_height=&#8221;1.6em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><span style=\"white-space: pre-wrap;\">Save for retirement in tax-deferred account<\/span><\/li>\n<li><span style=\"white-space: pre-wrap;\">Receive taxable distributions after age 59 \u00bd<\/span><\/li>\n<li><span style=\"white-space: pre-wrap;\">Supplement your retirement income<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;f0994dd1-1eb5-4548-adb9-5034ce922b57&#8243; background_color=&#8221;#FFFFFF&#8221; max_width=&#8221;933.33px&#8221; module_alignment=&#8221;center&#8221; custom_padding=&#8221;35px|35px|35px|35px|true|true&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; box_shadow_style=&#8221;preset3&#8243; box_shadow_color=&#8221;rgba(0,0,0,0.1)&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.5em&#8221; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]Individual &amp; Joint Investment Accounts[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;|700|||||||&#8221; header_3_text_align=&#8221;left&#8221; header_3_text_color=&#8221;gcid-f8c8741a-085d-4ebc-a722-6424c0855446&#8243; header_3_font_size=&#8221;30px&#8221; header_3_line_height=&#8221;1.1em&#8221; custom_margin=&#8221;||15px||false|false&#8221; global_colors_info=&#8221;{%22gcid-f8c8741a-085d-4ebc-a722-6424c0855446%22:%91%22header_3_text_color%22%93}&#8221;]<\/p>\n<h3>Advanced retirement savings planning<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-30487ba9-0dcb-459d-88d0-9b91764c3509&#8243; text_line_height=&#8221;1.6em&#8221; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{%22gcid-30487ba9-0dcb-459d-88d0-9b91764c3509%22:%91%22text_text_color%22%93}&#8221;]<span style=\"white-space: pre-wrap;\">Individual and joint investment accounts offer another option for retirement savings beyond 401(k) accounts, Roth IRAs, or traditional IRAs. Not sure which account type is right for you? We\u2019ll sit down, learn about your goals and lifestyle, and help you choose the best way to invest for your retirement.<\/span>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; ul_text_color=&#8221;#8e8e8e&#8221; ul_line_height=&#8221;1.6em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><span style=\"white-space: pre-wrap;\">Setup of private investment accounts<\/span><\/li>\n<li><span style=\"white-space: pre-wrap;\">In-depth research of recommended investments<\/span><\/li>\n<li><span style=\"white-space: pre-wrap;\">Aligning your assets with your objectives &#038; timelines<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700|||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.5em&#8221; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]Portfolio Review[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; header_3_font=&#8221;|700|||||||&#8221; header_3_text_align=&#8221;left&#8221; header_3_text_color=&#8221;gcid-f8c8741a-085d-4ebc-a722-6424c0855446&#8243; header_3_font_size=&#8221;30px&#8221; header_3_line_height=&#8221;1.1em&#8221; custom_margin=&#8221;||15px||false|false&#8221; global_colors_info=&#8221;{%22gcid-f8c8741a-085d-4ebc-a722-6424c0855446%22:%91%22header_3_text_color%22%93}&#8221;]<\/p>\n<h3>Optimize your investments<\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;gcid-30487ba9-0dcb-459d-88d0-9b91764c3509&#8243; text_line_height=&#8221;1.6em&#8221; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{%22gcid-30487ba9-0dcb-459d-88d0-9b91764c3509%22:%91%22text_text_color%22%93}&#8221;]<span style=\"white-space: pre-wrap;\">We want to make sure your investments are working for you. Bring us your portfolio (even if it\u2019s not with us). We\u2019ll take a close look, then sit down with you and make recommendations. If we think everything\u2019s working fine, we\u2019ll let you know that, too\u2014because sometimes the best action is no action.<\/span>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; ul_text_color=&#8221;#8e8e8e&#8221; ul_line_height=&#8221;1.6em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<ul>\n<li><span style=\"white-space: pre-wrap;\">Complimentary portfolio review<\/span><\/li>\n<li><span style=\"white-space: pre-wrap;\">In-depth analysis of your assets &#038; their performance<\/span><\/li>\n<li><span style=\"white-space: pre-wrap;\">Recommendations specific to your needs and goals<\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; module_class=&#8221;our-team-sec&#8221; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_direction=&#8221;90deg&#8221; background_color_gradient_stops=&#8221;#007e74 0%|#00665e 100%&#8221; custom_padding=&#8221;30px||30px||true|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;f0994dd1-1eb5-4548-adb9-5034ce922b57&#8243; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;|700||on|||||&#8221; text_text_color=&#8221;rgba(255,255,255,0.5)&#8221; text_font_size=&#8221;22px&#8221; text_letter_spacing=&#8221;0.5px&#8221; text_orientation=&#8221;center&#8221; custom_margin=&#8221;||10px||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Meet the Team<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; header_font=&#8221;Playfair Display|700|||||||&#8221; header_text_align=&#8221;center&#8221; header_text_color=&#8221;#FFFFFF&#8221; header_font_size=&#8221;50px&#8221; header_line_height=&#8221;1.1em&#8221; header_2_font=&#8221;Playfair Display|700|||||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;50px&#8221; header_2_line_height=&#8221;1.1em&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>High-integrity, custom-tailored portfolio management<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.24.2&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;18px&#8221; custom_margin=&#8221;40px||||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><strong>Where to find us<\/strong><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_4,1_4,1_4,1_4&#8243; _builder_version=&#8221;4.24.2&#8243; _module_preset=&#8221;f0994dd1-1eb5-4548-adb9-5034ce922b57&#8243; custom_margin=&#8221;||0px||false|false&#8221; custom_padding=&#8221;||0px||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.24.3&#8243; _module_preset=&#8221;default&#8221; text_text_color=&#8221;#ffffff&#8221; global_colors_info=&#8221;{}&#8221;]<strong>237 E Main Street<br \/>\nLexington, KY 40507-1309<br \/>\n<a style=\"color: #ffffff; text-decoration: underline;\" href=\"mailto:info@dupreefinancial.com\" target=\"_blank\" rel=\"noopener\">Info@dupreefinancial.com<\/a><br \/>\n<a style=\"color:#ffffff; text-decoration: underline;\" href=\"tel:8592330400\" target=\"_blank\" rel=\"noopener\">(859) 233-0400<\/a><\/strong>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; 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columns=&#8221;3&#8243; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; hover_enabled=&#8221;0&#8243; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221; sort_order=&#8221;menu_order&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_de_mach_archive_loop][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; width=&#8221;90%&#8221; max_width=&#8221;1400px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.17.6&#8243; _module_preset=&#8221;default&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>About us1500+ Client AccountsServing Clients since 2003Dupree Financial Group will manage your portfolio for you. You will get a fully customized experience, adapted to your particular needs. Tom Dupree, our [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"<!-- wp:divi\/placeholder \/-->","_et_gb_content_width":"","footnotes":""},"class_list":["post-2471","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>About Us - Dupree Financial<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.dupreefinancial.com\/about-us\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"About Us - Dupree Financial\" \/>\n<meta property=\"og:description\" content=\"About us1500+ Client AccountsServing Clients since 2003Dupree Financial Group will manage your portfolio for you. 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