Business Details
50+ Years
experience
Your Trusted Financial Partner in DeLand, FL
DRT Financial Advisors has been serving clients in DeLand, Florida since 1955, providing comprehensive accounting, tax, and financial planning services through a team of Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs). Our approach centers on building long-term relationships by offering personalized solutions that simplify complex financial matters for individuals and businesses. With decades of combined experience, we prioritize client education and empowerment, ensuring clients understand their financial options without pressure or sales tactics.Our services span traditional accounting, investment management, estate planning, and retirement strategies, all delivered with a commitment to transparency and ethical standards. As a Florida-licensed Registered Investment Advisor, we maintain regulatory compliance while affiliating with CPAlliance to provide cost-effective financial solutions. Our local expertise and dedication to community service have made us a trusted partner for generations of clients seeking financial confidence.
Services
Accounting Services
Financial Planning
Investment Management
Tax Services
Estate Planning
Retirement Planning
Bookkeeping
Payroll Services
Risk Assessment
Details
- Year established: 1955
Highlights and features
- We offer over 65 years of combined experience in accounting and financial planning
- Our team includes Certified Public Accountants and Certified Financial Planners
- We provide personalized financial strategies without sales pressure
- We maintain affiliations with industry-leading financial networks
- Our local expertise serves DeLand and surrounding communities
Associations and certifications
- Florida Office of Financial Regulation - Registered Investment Advisor
- CPAlliance
Services
Accounting Services
Our accounting services provide comprehensive financial management for businesses, including monthly or quarterly bookkeeping, financial statement preparation, and payroll tax calculations. We help businesses maintain accurate financial records while improving operational efficiencies. Our CPAs ensure compliance with tax regulations while offering strategic financial guidance tailored to your specific needs.
Tax Services
We offer complete tax preparation and consultation services covering income, sales, payroll, and estate taxes. Our team helps clients navigate complex tax codes while developing strategies to minimize liabilities. With decades of experience, we provide audit representation and tax-efficient solutions for both individuals and businesses throughout Central Florida.
Financial Planning
Our financial planning services create customized strategies for retirement, college funding, and estate planning. Certified Financial Planners work with clients to develop investment profiles and risk management strategies. We focus on long-term financial security through personalized plans that adapt to changing life circumstances and market conditions.
Investment Management
We provide individual portfolio management services using a combination of stocks, bonds, and low-cost index funds. Our investment approach balances growth potential with risk management while maintaining tax efficiency. As a Registered Investment Advisor, we offer fiduciary services that prioritize client interests in all investment decisions.
Estate Planning
Our estate planning services help clients protect assets and create comprehensive plans for wealth transfer. We assist with wills, trusts, and tax mitigation strategies while coordinating with legal professionals. The planning process includes inventory assessment, beneficiary designation, and development of healthcare directives to ensure your wishes are honored.
People
Ronald J. Cantlay
Principal CPA/CFP
Ronald Cantlay, a Stetson University graduate with a master's in accountancy, has practiced as a CPA in DeLand since 1997. He holds both CPA and Certified Financial Planner designations, specializing in audit engagements and comprehensive financial planning for individuals and businesses.
Melissa Trickey
Principal CPA
Melissa Trickey brings 17 years of CPA experience in DeLand, Orange City, and Ormond Beach. A Stetson University graduate, she specializes in tax consultation, estate planning, and small business financial reporting while maintaining active memberships in state and national CPA associations.
Vicki Kizma
Principal CPA
Vicki Kizma has been a licensed CPA since 1985, focusing on tax consulting and IRS representation. With extensive experience in business and individual tax planning, she assists clients with payroll taxes and state sales tax audits while maintaining active CPA association memberships.
Denise M. Goodall
Staff Accountant
Denise Goodall, a Pittsburg State University graduate with a BBA in Accounting, contributes 34 years of accounting experience. She provides professional tax and accounting services to businesses and individuals, supporting the firm's core financial service offerings.
Rochelle Rather
Bookkeeping Specialist
Rochelle Rather, a University of Phoenix graduate with accounting degrees, specializes in bookkeeping and payroll services. She has supported clients with financial administration since joining the firm in 2019, providing essential back-office financial support.
Questions
What services does DRT Financial Advisors offer?
We provide accounting, tax preparation, financial planning, investment management, estate planning, and business consulting services for individuals and businesses.
How does DRT differ from other financial firms?
We combine CPA expertise with financial planning credentials, offering personalized service without sales pressure through long-term client relationships.
What is your financial planning process?
Our process starts with a free consultation and financial questionnaire, followed by customized strategy development and ongoing plan implementation support.
Do you work with out-of-town clients?
While based in DeLand, we serve clients throughout Florida and can provide virtual consultations for those outside our immediate geographic area.
How are investment fees structured?
We use a transparent fee structure based on individual investments, combining low-cost index funds with personalized stock portfolios to minimize expenses.
