Independent, Fee-only

Chacon Diaz & Di Virgilio is an independent and employee owned Registered Investment Advisor (RIA) that advises families, individuals, businesses, medical practices, and non-profit organizations.  Our firm has broad and extensive experience handling the complex financial and investment issues that significant wealth can present.

No Commissions. No Conflicts of Interest.

Our firm exists to provide clients with expert advice that is always honest, objective, and in their best interest. We provide our clients with counsel that is free from any conflicts of interest or hidden agendas. In order to maintain this objectivity, we are and shall remain an independent and fee-only wealth management firm.