DeNovo Advisory Group

Happy Veteran's Day! We honor and thank our veterans for their service and sacrifices. Your courage and commitment inspire us daily. #VeteransDay

At the DeNovo Advisory Group, we believe in the power of strategic giving. Donating appreciated assets can be a highly effective way to support the causes you care about, while also benefiting from significant tax advantages. Here are some ways donating your appreciated assets reflect positive impacts: 1. Maximize Your Impact: By donating appreciated assets, you can often contribute more to your favorite causes. The value of these assets typically has grown over time, meaning your donation can have a greater impact than a cash gift of the same original amount. 2. Tax Efficiency: Donating appreciated assets directly to certified non-profits can often minimize your tax exposure instead of liquidating the asset and donating cash. 3. Simplify Your Giving: While cash can be an easy donation, donating appreciated assets can also be a straightforward process. Often easier than coordinating the sale of the asset and the donation of funds. 4. Leave a Legacy: By donating appreciated assets, you can create a legacy that reflects your values and commitments. By incorporating appreciated asset donations into your plan, you can make a meaningful difference. Let’s work together to create a legacy of generosity and impact.

At the DeNovo Advisory Group, we are excited to celebrate November as a month dedicated to giving, reflecting on the importance of generosity, and contributing positively to our community. We have the unique opportunity to guide our clients not only towards successful outcomes but also towards making a positive impact in the world. Here are a few steps to begin incorporating charitable giving into your long-term goals: 1. Identify your values 2. Set a budget 3. Research organizations 4. Plan your giving 5. Get involved 6. Monitor and adjust By integrating charitable goals, we can help our clients leave a lasting legacy and make a difference in the communities they care about. #DeNovoAdvisory #FinancialPlanning #CharitableGiving

Happy birthday to our Founder & Managing Partner, David A. Means! David is not only dedicated to our clients & partners, but to his beautiful wife & lovely children. He pushes each one of us to be better every day. Here's to another year!

Join us in wishing one of our team members, tom visintine a happy birthday! Tom is a Regional Director with DeNovo Advisory Group, serving the St. Louis, Missouri area. We are lucky to have the chance to work with Tom and hear about all of his adventures. Cheers to another year!

We just wrapped up our final planning meeting of the year at Fields Ranch, and what a productive session it was! A huge thank you to Cole Pfeiffer, CFA, Steven Ledner and Jeffrey D. Moore, MBA, ChFC?, CLU? for their invaluable contributions and dedication to our team throughout the year. Your insights and hard work have been instrumental in shaping our strategies and setting us up for success. David A. Means Jr., AEP?, CLU?, NQPC?, AIF? Kyle Lynch, CLU, CLTC Gavin Chaisson Austin Webb AIF, CPFA, NQPC Cameron Michalski Crockett Speer, CPFA?, NQPC? Kayla Smiley tom visintine Richard D. Barton, MBA, AIF Steven Pirtle, CLU?, ChFC?

We are thrilled to welcome Rylee Russell to the DeNovo Advisory Group as our newest intern! Rylee is a freshman at Oklahoma State University, pursuing a double major in Animal Science and Business. In addition to her studies, she is involved in Greek Life on campus. Rylee is excited to start at the DeNovo Advisory Group, eager to gain experience, and ready to further her skills. We look forward to seeing her grow, contribute, and make an impact during her time with us.

We are excited to welcome William Coggeshall to the DeNovo Advisory Group as our newest intern! Will is a junior at Texas Christian University, pursuing a major in Economics with a minor in General Business. He is a hard worker, and we are thrilled to have his new perspective and passion for learning on our team. In addition to his studies, Will is also the vice president of the TCU Club Golf team, of which he provides an active role. Will is eager to learn from the DeNovo Advisory Group and we look forward to having him on board.

We are thrilled to announce that two of our Directors, Steven Pirtle, CLU?, ChFC? and Richard D. Barton, MBA, AIF, have recently been designated as Credentialed Holistic Financial Coaches by Columbia University’s Coaching Center of Excellence. This prestigious program focuses on understanding what matters most to our clients at every stage of their lives and guiding them on their journey to pursue their best lives. Steven and Richard are eager to apply their new skills to design more purpose-driven plans for our clients. Congratulations to both!

We are thrilled to welcome Grant Slater to the DeNovo Advisory Group as our newest intern! Grant is a junior at Texas Christian University, pursuing a degree in Finance. He is a hard and dedicated worker who enjoys making new connections. Grant is excited to start at the DeNovo Advisory Group, eager to gain experience, and ready to learn what he can bring to the table. We look forward to having Grant on board and helping him grow.