Your Secure and Trusted financial Planner
Empower your business and investment returns with professional advice and innovative solutions from our finance planner.
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Elevate Your Financial Journey with Estia
Deri Freeman, David Dlugacz, and Gresham Walmsley offer financial planning services and investment advisory services through Pruco Securities, LLC (Pruco)(Member SIPC), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to separate client agreement.
The Power to Live
as You Wish
Excellent financial planning is the power to control your life. Discover ways to help build security and independence with a Financial Planner from Estia Focused Financial.
You’ve worked hard to create savings, but that’s just the first step. To help reach your financial goals, you need a clear vision, a proper toolkit, and an experienced guide. We know you have questions: “Will my nest egg and investments cover the retirement I want? Can I maintain long-term independence? What is ‘enough’?” And, most importantly…
Estia Focused Financial’s knowledgeable, full-service financial planning team can help you find and assess the products* you need to help protect your finances and your future.
See our complete Financial Services for individuals, families, and businesses.
Our services for financial future
See our complete Financial Services for individuals, families, and businesses.
Fee-Based Financial Plans
A structured approach offering personalized financial strategies for clients, charging fees for detailed planning services.
Retirement Planning
A structured approach offering personalized financial strategies for clients, charging fees for detailed planning services.
Investment Management
A structured approach offering personalized financial strategies for clients, charging fees for detailed planning services.
Retirement Plan Strategies
A structured approach offering personalized financial strategies for clients, charging fees for detailed planning services.
Executive Bonus Plans
A structured approach offering personalized financial strategies for clients, charging fees for detailed planning services.
Tax-Efficient Investing
A structured approach offering personalized financial strategies for clients, charging fees for detailed planning services.
The Legend of Estia</span
In ancient Greece, Hestia was the goddess of the hearth and the keeper of the flame on Mount Olympus. In her name, a public hearth was always kept lit to provide a fresh flame—essential for light and cooking—to anyone who needed it.
This is the inspiration for Estia Focused Financial: we work with you to continually help fuel your comfort and security, now and in the future.
Meet Deri Freeman and David Dlugacz.
Get into a solid relationship
with your goals
Estia Focused Financial is about long-term client relationships: we offer advice that fits your values and priorities.
Throughout our consultative financial planning process, we work with you to formulate a detailed and robust financial plan that is tailored to your needs. You’ll learn to rely on us for classic principles and modern tools. We’ll uncomplicate retirement planning and financial service product selection to help you make well-informed decisions.
Latest Blog & Articles
Our Blog and Articles Section Offers Fresh Perspectives on Investment and Business Topics, with New Posts Added Regularly
