Faith in Every Answer.

Faith-based advice, free resources, and a clear plan to help you steward your money, your retirement, and your legacy — in every season.

Start Investing Plan for Retirement Build Your Plan SmartVestor Pro Faith & Giving Free Resources Our Mission

The Dove Investments team — Rob DeKlotz, Pattie McClure, Tom Graffeo, Jessica Holland, and Tyler Graffeo — standing together

Proud to serve as a Ramsey SmartVestor Pro

01 · Our Mission

Dove Investment Research & Management's mission is to create a place for people to learn and be encouraged to move toward their faith and purpose-driven lives.

People are searching for wisdom in the management of their money, and we guide them using their values and our experience. When you ask us for advice, we'll first turn to God's Word for answers.

“For I know the plans I have for you, declares the Lord. Plans to prosper you and not to harm you, plans to give you hope and a future.”

— Jeremiah 29:11

Dove Investment Research & Management is centered around this promise from God.

02 · Hear From The People We Serve

Hear from the people we serve

Real clients sharing what walking with Dove Investments has meant for their families, their retirements, and their peace of mind.

See all client stories

We share the same values of the love of God, family, and the love of our country. We trust him. We trust Tom with our financial goals for the future.
Bonnie C.
Retired
The service I've received over the years has been extraordinary.
Thomas W.
Retired
Tom cares about us and he's centered in on us.
Vince C.
Retired
The service has been phenomenal. Every time I have a question or an issue with my account, I can call on Tom.
Doris F.
Business Owner
Hear From The People We Serve
Watch their story
We believe in God, and we know he does. And so, we know that God is looking over him as he takes care of us.
Elaine A.
Retired
Hear From The People We Serve
Watch their story
I have complete confidence in Tom and my financial goals that he has helped me to map out.
Ron G.
Missionary
Hear From The People We Serve
Watch their story
Hear From The People We Serve
Watch their story
Hear From The People We Serve
Watch their story
We share the same values of the love of God, family, and the love of our country. We trust him. We trust Tom with our financial goals for the future.
Bonnie C.
Retired
The service I've received over the years has been extraordinary.
Thomas W.
Retired
Tom cares about us and he's centered in on us.
Vince C.
Retired
The service has been phenomenal. Every time I have a question or an issue with my account, I can call on Tom.
Doris F.
Business Owner
Hear From The People We Serve
Watch their story
We believe in God, and we know he does. And so, we know that God is looking over him as he takes care of us.
Elaine A.
Retired
Hear From The People We Serve
Watch their story
I have complete confidence in Tom and my financial goals that he has helped me to map out.
Ron G.
Missionary
Hear From The People We Serve
Watch their story
Hear From The People We Serve
Watch their story
Hear From The People We Serve
Watch their story

This statement is a testimonial by a client of the financial professional as of 08/12/23. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

03 · The Heart of an Educator

WE TEACH FIRST.

We have the heart of an educator. Every recommendation comes with a clear, plain-language explanation — because clients who understand their plan stay confident in every season. It's also why our SmartVestor resources are free to everyone.

04 · Our Process

OUR PROCESS.

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs.

01
Introductory Meeting
Your priorities are our priorities. In the first meeting, we will get to know each other and what's important to you. Here is where you will be able to see if we are a good fit for you. If you decide to move forward, we will develop a plan specific to your goals.
02
Exploration & Preliminary Planning
In this meeting, we propose strategies to pursue your goals and develop a solid game plan. We talk about meeting your plans, risks we may encounter, and costs or fees. Transparency and clarity are emphasized.
03
Detailed Planning
If you choose to move forward, meeting three is where we will take the first steps to implement your individualized plan. We can deliver an easy-to-follow roadmap that will guide you towards your financial goals and outline the steps needed to identify potential obstacles.
04
Ongoing Support & Advice
From here on, regular meetings will be scheduled to verify your investments are working toward your goals. Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches, we'll be here to adapt your plan, so it transitions along with you.