In 1993, Tim Dempsey founded DHK Financial Advisors (DHK) with a simple but powerful belief: investing should be transparent, low-cost, and always aligned with the client’s best interests. Tim’s vision was to eliminate the complexity surrounding investments and the endless reports that clients consistently struggled to understand. DHK’s clear reporting, straightforward investment strategy, personable communication style, and focus on always putting the client perspective first was what helped the firm realize Tim’s vision.
Tim’s unique vision attracted a loyal and diverse client base made up of nonprofit, educational, and religious institutions who valued integrity over complexity. With DHK acting as their outsourced chief investment officer, each client’s assets grew steadily over time. Today, DHK manages over $1.6 billion in assets.
Tim partnered with Highland Advisory Group with the goal of creating the ideal succession plan for himself, his business, and his large client base. It was imperative that we find a successor that would share and continue to uphold Tim’s mission-driven, client-first mentality. While Tim wanted to stay on for a transition period, he also wanted to ensure that his clients would continue to benefit once he decided to step away from the firm for good.
It’s no surprise that Tim’s client base included mission driven organizations such as The Sisters of Providence, Brookhaven at Lexington, Saint David’s School. Tim’s generosity, authenticity, and moral compass has driven his success in both business and his personal life.
Even while working with Highland to find a successor, Tim decided to take on a new client: an elderly woman tasked with managing assets after her husband passed away. The asset base wasn’t large at all, but Tim stepped in to make sure she was taken care of, managing her assets at no charge. This is Tim — always ready to help.
In fact, we nicknamed the entire process “Project Turn” because in our eyes, after an entrepreneurial career of sacrifice and giving more and more of himself, now it’s Tim’s turn to get the recognition and appreciation he’s earned. It was our honor to get to play a role in his amazing journey.
After a thorough search, Tim chose the ultimate partner for his firm: New England Private Wealth Advisors (NEPWA). Not only does NEPWA share the same culture and philosophy as DHK, they are backed by one of the most reputable private equity firms in the business, Alpine Investors.
Tim Dempsey has also generously donated to two other mission driven educational institutions in the Seacoast area that Highland is also personally involved with – Saint Patrick Academy in Portsmouth, NH and Saint Thomas Aquinas High School in Dover, NH.
