Case Study: Runey & Associates Wealth Management deepens client relationships with DPL Financial Partners

Runey & Associates Wealth Management deepens client relationships with DPL Financial Partners at $50–100M AUM

Runey & Associates Wealth Management, a fee-only RIA specializing in retirement planning, faced a challenge fulfilling insurance policies for clients in a fiduciary manner. They needed a partner to bridge the gap between their advisory services and insurance fulfillment. The firm turned to DPL Financial Partners for its insurance and annuity services.

DPL Financial Partners provided a seamless process for evaluating, selecting, and issuing best-in-class insurance policies. This allowed Runey & Associates to offer tailored solutions, like hybrid life and long-term care products, and empowered them to focus on their core strengths of financial planning and client relationships. The partnership added significant value for both the firm and its clients.

Runey & Associates Wealth Management