The Dala Group

The Dala Group The Dala Group is a Registered Investment Advisory firm. We are a team of fiduciary Wealth Advisors. The Dala Group, LLC is a Registered Investment Adviser.

We help individuals and their families plan for retirement and beyond. The Dala Group is a wealth management firm founded on the simple principle that good stewardship can lead to financial freedom. We review of your financial picture, plan for the unexpected, manage your investments, and design a blueprint for your future. Advisory services are only offered to clients or prospective clients where

The Dala Group, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Dala Group, LLC unless a client service agreement is in place.

Big changes to federal student aid are here. The One Big Beautiful Bill Act brings new rules for student loans, Pell Gra...
09/01/2026

Big changes to federal student aid are here. The One Big Beautiful Bill Act brings new rules for student loans, Pell Grants, repayment options, and 529 plans. These changes could affect how families approach paying for college. Learn what these updates could mean for your college planning strategy.

Read the full article: https://thedalagroup.com/blog/college-funding-and-student-loans

Don’t get caught off guard by a surprise tax bill 😬In this quick video, Mike explains provisional income, how it can aff...
08/27/2026

Don’t get caught off guard by a surprise tax bill 😬

In this quick video, Mike explains provisional income, how it can affect your taxes, and what you can do now to plan ahead.

Click to watch: https://youtube.com/shorts/_Qf-asdFdR0

On our YouTube channel, Mike Heatwole, CFP® AWMA®, breaks down money topics into simple, practical steps:✅ Smarter savin...
08/19/2026

On our YouTube channel, Mike Heatwole, CFP® AWMA®, breaks down money topics into simple, practical steps:

✅ Smarter saving and investing
✅ Protecting your wealth
✅ Planning for your family and future

Watch and subscribe: https://www.youtube.com/

Nearing retirement? Understanding Social Security spousal benefits could make a meaningful difference in your monthly in...
08/14/2026

Nearing retirement? Understanding Social Security spousal benefits could make a meaningful difference in your monthly income. These benefits are designed for spouses who didn’t work or earned significantly less during their careers.

Watch the short: https://youtube.com/shorts/XdNPS_zp9KI

Happy Birthday, Rebecca! 🎉We're grateful for your leadership, compassion, and the positive impact you have on everyone a...
08/13/2026

Happy Birthday, Rebecca! 🎉

We're grateful for your leadership, compassion, and the positive impact you have on everyone around you. Thank you for helping create a workplace where people feel supported and valued.

Wishing you a fantastic birthday and all the best in the year ahead! 🎂✨

Happy Birthday, Trey! 🎉We're grateful for the positivity, dedication, and thoughtful perspective you bring to our team e...
08/09/2026

Happy Birthday, Trey! 🎉

We're grateful for the positivity, dedication, and thoughtful perspective you bring to our team every day. Your commitment to serving our clients and continuing to grow makes a meaningful impact.

Wishing you a fantastic birthday and a year ahead filled with continued success and new opportunities! 🎂✨

Address

2800 W Higgins Road, Suite 895
Hoffman Estates, IL
60169

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

+18474850248

Alerts

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