Working towards financial security in an uncertain economic environment, often requires consistent oversight and monitoring by an integrated team of professionals who are able to provide timely insight and execution against an agreed upon financial strategy. As a single-source financial advocate, DDR Wealth Advisors works collaboratively with all of our client's advisors to design an integrated solution that helps empower all present and future financial decision making.
Dennis D. Richardson, AIF®
Executive Benefits Consultant
Dennis graduated with a Bachelor of Arts Degree in Finance from Michigan State University's Honors College and Eli Broad School of Business. Dennis played baseball for Michigan State before successfully starting and managing a residential mortgage company branch his last two years as a student. Shortly after graduation, Dennis decided to go into business for himself. Under the mentorship of some of the brightest financial professionals in the industry, Dennis founded DDR Wealth Advisors. Dennis has spoken as an experienced professional in the areas of risk management, estate and business succession planning at several different universities, health systems, professional associations, and chambers of commerce.
Dennis holds the Accredited Investment Fiduciary Designation (AIF®) representing a uniform standard of fiduciary care for his clients.
In 2010, Dennis received the Horizon Award for Young Professional of the Year in Financial Services from the Detroit Regional Chamber of Commerce.*
In 2014, Dennis was named one of Oakland County Executive's Elite 40 under 40 by County Executive L. Brooks Patterson.**
Dennis Works with a number of community partnerships including the following:
- 2013 Revenue Chairman, March of Dimes March for Babies Oakland County
- 2013 Spark of Life Award Recipient, March of Dimes Southeastern Michigan
- Former Board of Directors Member, March of Dimes Southeastern Michigan
- Leadership Detroit, Class of XXXI
Dennis Lives in Sylvan Lake, MI with his wife Laurie, two children, Jack and Jude and his two dogs, Zen and Rocky. In his spare time, he enjoys boating, golf, and playing cribbage.
* Young and experienced professionals selected in nine industry categories for their professional, civic and community accomplishments and achievements within the Detroit Region
** Oakland County Executive's 40 Under 40 is open to entrants aged 18 to 40 years old, living or working in Oakland County, having submitted a completed contest submissions form. Judges evaluate and score qualified entrants using the following criteria: (A) leadership, (B) community service, and (C) overall community impact. The top three submissions scored by the Judges will be presented for public voting to determine the first-place winner
Dan M. Yuhn, CPA*
Client Portfolio Manager
Located at 28411 Northwestern Hwy
#1200, Southfield, MI 48034
Dan has been in the investment industry for over 30 years and is highly qualified to assist clients understand, implement and work towards their financial goals. He takes a comprehensive approach to working with clients and stresses a holistic method to derive integrated solutions.
In addition to providing client's with access to many different investment choices, the main difference you will find in Dan's practice, is the fact that he incorporates a Risk Management strategy into all of his clients' advisory portfolios. He uses a methodology called the Point & Figure Charting and related concepts to monitor client accounts. While Dan is not able to guarantee its success, he uses it each and every day to help actively manage clients wealth and to minimize losses.
- Member, American Institute of CPAs (AICPA)
- Member, Financial Services Institute
Dan and his wife Evonne live in Birmingham and are the parents for four adult children. In his leisure time, he enjoys watching Red Wings hockey and riding his Harley.
* Registered, not licensed to practice
Administrative support offered through America Group - America Group
Retirement Strategy Centers is a separate entity from LPL Financial, and
its associates are separate from DDR Wealth Advisors.
Para Planner &
Advisor Services Team