DFPG Investments

In addition to Toombs, Summit Group Wealth Advisors will bring another six advisors and several staff members to DFPG’s broker/dealer and RIA. ” Bendix noted that DFPG’s continued evolution in the RIA space makes it an attractive home for independent, fee-based advisors like Summit Group Wealth Advisors. But as we have built our RIA, including adding the fully integrated partnership with TownSquare Capital, we’re seeing more and more fee-based advisors move to our RIA and that combination is creating a real competitive advantage for our advisors. DFPG Investments is a national, full-service, independent broker-dealer and registered investment advisor (RIA) that specializes in working with representatives who want to incorporate alternative investments, with an emphasis in investment real estate, in their business.

DFPG’s CEO, Mike Bendix, will be partnering again with the Institute of Portfolio Alternatives (IPA) as a member of their IPA Seal Team during this year Along with his Seal Team colleagues, Bendix will meet with Senator Mike Crapo (R-ID), Senator Tom Carper (D-DE), Congresswoman Suzan DelBene (D-WA), and Congressman Kevin Brady (R-TX). our [Seal Team] will discuss our priority tax issues including 1031 preservation, FIRPTA parity for non-traded REITS, and opportunity zones. They will meet with other tax experts on Capitol Hill from the House Ways and Means Committee and the Senate Finance Committee.

Each with more than 30 years of industry experience, John W. Homer and Kimball Doxey, the principals of Oxford Financial Group, are very well known in the financial planning and insurance industries. Homer is also the past president of the Salt Lake Estate Planning Council, the Utah Chapter of the Society of Financial Service Professionals, and the Utah Association of Life Underwriters. Kimball Doxey, LUTCF, is a past president of the Utah Association of Insurance and Financial Advisors and the Lakeview (Davis County) Association of Life Underwriters. Bendix currently serves on ADISA’s Broker-Dealer Advisory Council and Conference Planning Committee and was a previous member of its Education and Legislative & Regulatory Committees.

“Since my background is in commercial real estate,” says Mitchell, “my focus as a financial advisor has always been in alternative investments that provide access to real estate investments.” Mitchell says he was drawn to DFPG because of their “strong reputation within the investments’ community” related to their due diligence and experience in alternative investments and securitized real estate. Mitchell notes that during his career in the investments industry, he has been able to use his background in commercial real estate to evaluate his broker-dealer partnership. In addition to his role as CEO at DFPG, Mike Bendix is also a former president of the Alternatives & Direct Investment Securities Association (ADISA), which is the nation’s largest alternative investments association.