Ds Financial Strategies, LLC

DS Financial Strategies is a registered investment advisor based in King of Prussia, Pennsylvania, offering comprehensive financial planning, consulting, estate planning, and third-party investment management oversight. Founded in 2015 and registered as an advisor in 2026, the firm is led by Dawn Santoriello. DS Financial Strategies helps clients navigate their financial lives through personalized planning software, covering net worth statements, cash flow, tax analysis, insurance, and retirement projections. Rather than managing portfolios directly, the firm partners with third-party platforms like AssetMark to handle day-to-day portfolio management, trading, and custody, while DS Financial Strategies monitors accounts and meets with clients annually to review progress. The firm also offers standalone hourly consulting and flat-fee estate planning services. In addition to advisory services, the firm's owner is licensed to sell insurance products and conducts speaking engagements, creating potential conflicts of interest that the firm mitigates by emphasizing its obligation to act in clients' best interests.