We take the time to listen and understand not only where you are financially but where you want to be. We are fiduciaries specializing in values-based planning and cutting out the noise to provide clarity and confidence. Our focus doesn’t stop with developing a plan; we stay with you as the plan is implemented and adjusted along the way, creating success through action.
Because we are independent and not bound by shareholders, we can provide multiple options for our clients to choose from when making the decision that is best for them. We take fee transparency seriously; you won’t have any surprises. Finally, everything we do is centered around our fiduciary responsibility to our clients. You can expect to partner with a trustworthy advisor who communicates with you.
Reach out and connect with us today to see how we can uniquely tailor our independent services to your specific needs.
Tom Dahl has been helping families, corporate executives, and business owners with their retirement and financial planning needs since 1989.
Specializing in offering independent, focused advice on financial matters relevant to the individual lives of his clients, Tom enjoys cutting through the noise to create clarity for his clients.
Tom is active and enjoys serving in his community. He is past president of McFarland Community Food Pantry Board and a member of the McFarland Optimists Club.
Tom is married with four children. He loves to spend time with his family and his grandchildren. Tom spends his free time biking and growing apple and pear trees along with spending time on the local lakes and playing pickleball.
Tom holds FINRA Series 7, 63, and 65 licenses in addition to insurance licenses.
“If you’re looking for can-do, earthy-crunchy attitude then you’ve got to go to Wisconsin.” – Dar Williams
(262) 903 - 2635
As a Financial Advisor for Dahl Financial Group, Matthew Newman has been providing a listening ear, bringing clarity, and assisting clients as they manifest their personal dreams for almost two decades.
For Matt, genuinely being an advocate, ally, and partner is the most significant part of the work. Matt instills confidence in his clients as they begin a journey of self-discovery and envision what living their lives intentionally and proactively could potentially yield. His comprehensive and holistic financial planning specialties ensure that all pieces of an excellent financial plan are addressed.
A graduate of the University of Wisconsin – La Crosse, Matt earned a bachelor’s degree in finance with an emphasis in risk & insurance management. He holds an Accredited Investment Fiduciary® (AIF®) designation.
A simple yet profound compass guides Matt to leave things better than how he found them. He enjoys putting this vision into practice, not only in his professional life but in his personal life as well. Matt is a member of Pheasants Forever and Trout Unlimited.
Matt currently resides in Middleton, Wisconsin, with his wife and children. He enjoys spending time with his family and friends and engaging in a favorite past-time of fishing, which fills his curiosity for nature and the outdoors. A creator at heart, he enjoys building things and creating art projects with his daughters.
Zach Dahl joined Dahl Financial Group bringing with him the experience and information gained from holding other positions in the financial services industry. He specializes in helping business owners and individuals with their retirement planning, life insurance, tax management, and wealth management needs.
Graduating from the University of Wisconsin - La Crosse, Zach holds a Bachelor of Science degree in communication and economics. He has supplemented his formal education by serving six years in the United States Coast Guard Reserve, where he was on active duty to assist with the BP oil spill in 2010.
Zach holds FINRA Series 7 and 66 securities registrations.
When not at the office, you will find Zach spending time with his family of 6. Zach lives on a farm in Roxbury Wisconsin, raising animals and enjoying the outdoors.“It’s not whether you get knocked down, it’s whether you get up.” – Vince Lombardi
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.