# Direction Financial Management

Direction Financial Management is a RIA based in Germantown, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Germantown, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** directionforyou.com

## Regulatory record

- **CRD number:** 165985
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165985

## About

Direction Financial Management, LLC is an independent, Fee-Only financial planning firm and Registered Investment Adviser. The firm offers hourly, fee-only services including personal financial planning, retirement planning, financial checkups, and investment consultation. It acts as a fiduciary, is paid only by clients, and helps clients plan for life transitions and retirement.

## People

- Diane Esser

## Questions

### Who runs investment decisions at Direction Financial Management?

The firm's leadership is not publicly disclosed. No named principals, investment committee members, or CIO appear in public record or regulatory filings. Direction Financial Management's operational decision-makers remain unknown.

### What investment stages or sectors does Direction Financial Management target?

No information is publicly available regarding Direction Financial Management's target asset classes, investment stages, or sector preferences. The firm has not disclosed a strategy or portfolio allocation.

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Last updated: 2026-08-11T15:06:35.052Z

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