Business Details
50+ Years
experience
Your Trusted Financial Advisors in DeLand, FL
DRT Financial Advisors has been serving clients with comprehensive financial solutions since 1955. Our team of Certified Public Accountants and Certified Financial Planners combines decades of local expertise with national regulatory compliance to deliver personalized tax, accounting, and investment services. We prioritize long-term client relationships over transactional interactions, offering holistic financial planning that integrates risk assessment, estate planning, and retirement strategies.Our affiliation with CPAlliance enables access to low-cost investment vehicles while maintaining fiduciary oversight through our Florida Office of Financial Regulation registration. With offices in DeLand, Florida, we serve both individuals and businesses seeking transparent financial guidance tailored to their unique circumstances.
Services
Tax Preparation
Bookkeeping
Financial Planning
Investment Management
Trust Administration
Estate Planning
Retirement Planning
Business Consulting
Payroll Services
Risk Assessment
Details
- Year established: 1955
Highlights and features
- We offer over 65 years of continuous service to DeLand residents
- Our team includes CPAs with specialized expertise in tax and estate planning
- We maintain fiduciary responsibility through Florida regulatory oversight
- Our investment approach minimizes mutual fund fees through individual stock allocation
- We provide holistic financial planning combining tax, accounting, and investment services
Associations and certifications
- Florida Office of Financial Regulation (Registered Investment Advisor)
- CPAlliance
- American Institute of Certified Public Accountants
What people say
Personalized approach
Professional expertise
Long-term guidance
Knowledgeable staff
Comprehensive planning
Services
Tax Services
Our CPAs provide comprehensive tax preparation and planning for individuals and businesses. We specialize in income tax, sales tax, payroll tax, and estate tax services while maintaining compliance with federal and state regulations. Our approach focuses on minimizing tax liabilities through strategic planning and leveraging available incentives.
Investment Management
We offer personalized investment strategies using individual stocks, bonds, and low-cost index funds. Our approach combines core stock investments with diversified mutual funds to balance growth potential and risk management. Clients receive customized portfolios aligned with their financial goals and risk tolerance levels.
Estate Planning
Our estate planning services help clients protect assets and ensure proper distribution. We assist with will creation, trust establishment, and tax mitigation strategies while coordinating with legal professionals. The process includes inventory assessment, beneficiary designation, and ongoing plan reviews to adapt to changing circumstances.
Financial Planning
We develop comprehensive financial plans covering retirement, education funding, and risk management. Our process begins with a detailed questionnaire to understand client goals, followed by customized strategy development. Services include cash flow analysis, investment planning, and insurance evaluation to create cohesive financial roadmaps.
Business Consulting
Our business consulting services address operational efficiency, succession planning, and financial strategy. We assist with buy/sell agreements, stock-redemption planning, and exit strategies while providing accounting oversight. The service includes financial statement analysis and customized solutions for business owners at all growth stages.
People
Ronald J. Cantlay
Principal
Ronald Cantlay, CPA/CFP, has practiced in DeLand since 1997. He specializes in audit engagements, tax consultation, and financial planning. He oversees firm audit procedures and brings comprehensive expertise in both accounting and certified financial planning disciplines.
Melissa Trickey
Principal
Melissa Trickey, CPA, serves DeLand and surrounding areas with 17 years of experience. Her expertise includes tax consultation, estate planning, and small business financial reporting. She maintains active membership in both Florida and national CPA associations.
Vicki Kizma
Principal
Vicki Kizma, CPA, has specialized in tax consulting since 1985. She represents clients in IRS and Florida sales tax audits while providing strategic tax planning for businesses and individuals. She actively participates in professional accounting organizations.
Denise M. Goodall
Staff Accountant
Denise Goodall brings 34 years of accounting experience to DRT. She provides professional tax and accounting services while supporting firm operations. Her extensive background contributes to both client service delivery and internal process efficiency.
Francie Achterberg
Administrative Assistant
Francie Achterberg manages firm workflow and client deliverables as administrative assistant. With over two decades of service, she ensures timely product delivery and oversees billing processes to maintain operational efficiency.
Questions
What services does DRT Financial Advisors offer?
We provide tax preparation, accounting, financial planning, investment management, trust administration, and business consulting services for individuals and businesses.
How do I start working with DRT?
Begin by downloading our financial planning questionnaire, then schedule a free consultation to discuss your specific needs and goals.
What investment philosophy does DRT use?
We combine individual stocks with low-cost index funds to minimize fees while maintaining diversified portfolios tailored to client risk tolerance and goals.
Are DRT professionals credentialed?
Our team includes Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs) regulated by the State of Florida with industry affiliations.
Does DRT serve businesses only or individual clients too?
We serve both individuals and businesses with customized financial solutions, including specialized services for business owners and entrepreneurs.
How does DRT handle estate planning?
We collaborate with attorneys to create comprehensive estate plans including wills, trusts, and tax mitigation strategies tailored to client needs.
