Founded by David E. Simon, DAI Advisors is an independent Registered Investment Advisor (RIA) based in Orlando, Florida. The firm operates on a fiduciary basis, providing objective financial guidance tailored to its clients, who are primarily high-net-worth individuals, families, and institutions. Its core mission is to deliver customized and comprehensive wealth management solutions that encompass investment management, financial planning, and family office services, focusing on long-term client relationships and goals.

Founded in

United States