The future of advice is fiduciary. The future of growth is RIA Fiduciary Solutions.
For more than 35 years, DMI has helped financial professionals across the country grow their practices, strengthen client relationships, and navigate a constantly changing financial landscape.
Today, the advisory industry is changing. More advisors are embracing the fiduciary model, operating as Registered Investment Advisors, and looking for solutions that match their commitment to client-first planning.
Recognizing that shift, the leadership team at DMI created RIA Fiduciary Solutions (RIAFS) — with a single purpose: to help RIAs uncover opportunities, create better client outcomes, and grow their practices, without disrupting the business model they’ve already built.
We understand the challenges RIAs face.
Our team has spent decades working alongside successful advisors nationwide. We know the realities of the work:
- Managing client retirement income needs
- Addressing longevity and market risk
- Identifying planning opportunities that get overlooked
- Growing firm revenue while holding to fiduciary standards
- Preparing for succession and long-term practice growth
RIAFS brings specialized expertise, resources, and strategies built specifically for today’s fiduciary advisor.
Five pillars, one source.
Many RIAs are sitting on untapped opportunities that already live inside their book of business. By helping you identify and evaluate legacy insurance and annuity assets, RIAFS can help you:
- Improve retirement income planning
- Reduce portfolio risk
- Modernize portfolios and improve client outcomes
- Create new revenue opportunities
- Strengthen client retention
The opportunity isn't out in the market. It's in the contracts your clients already hold.
Focused on fiduciaries. Backed by deep experience.
RIAFS is focused entirely on the fiduciary marketplace — but it’s backed by the experience and infrastructure of DMI, an independent marketing organization that has helped advisors design and place annuity and life insurance cases since 1989.
That heritage matters for a specific reason: decades spent inside these products taught us exactly where the costs, surrender schedules, and compensation are built in. We bring that knowledge to your side of the table.
- More than 35 years serving financial professionals
- Advisors supported nationwide
- Decades of wholesaling, marketing, and case-design experience
- A senior team with deep, hands-on annuity and life insurance expertise
The same commitment that helped independent advisors grow for generations now supports the next generation of fiduciary advisors.
We're not here to replace your process. We're here to enhance it.
You stay the planner of record and the fiduciary to your clients. Our role is to help you uncover opportunities, provide specialized planning support, and deliver solutions that help your clients reach their retirement goals — while your firm grows.
A DMI Company
Built for RIAs. Backed by experience. Focused on growth.
Helping fiduciary advisors uncover opportunities hidden in plain sight.
Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. RIA Fiduciary Solutions (“RFS”) is not affiliated with Simplicity Investments. This is not an offer to sell or a solicitation to buy in any state the representative is not securities registered and insurance licensed in.
Check the background of this firm on FINRA’s BrokerCheck and SIPC
FOR REGISTERED INVESTMENT ADVISOR USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.
See additional disclosures.
Customer Relationship Summary.
©2026 RIA Fiduciary Solutions