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Relevé Financial Group
Dahlby founded the Scottsdale-based firm after more than two decades in financial services, structuring Relevé as a fee-based fiduciary practice to serve women...
Relevé Financial Group
Dahlby founded the Scottsdale-based firm after more than two decades in financial services, structuring Relevé as a fee-based fiduciary practice to serve women leaders, entrepreneurs, and families nationwide. The firm's client base spans two distinct wealth moments: active executives managing concentrated stock, bonus programs, and high marginal tax rates, and individuals entering inherited wealth, divorce settlements, or post-liquidity phases. Both tracks feed into a single planning methodology built around values alignment and behavioral coaching rather than asset-gathering. Relevé delivers its advisory through the WELLthy360 framework, which sequences financial planning into three phases — Own It, Earn It, Grow It — that begin with a proprietary "Freedom Number" exercise before moving into tax analysis and personalized portfolio construction. The firm engages across investment management, cash flow modeling, executive compensation optimization, and estate planning coordination. While the firm does not disclose portfolio holdings publicly, its investment implementation spans diversified, tax-efficient strategies consistent with a multi-asset class approach covering equities, fixed income, and alternative structures where appropriate for qualified clients. The practice serves a nationwide client base with a digital-first delivery model operating from its Arizona headquarters. Relevé operates as a boutique practice, led by Dahlby alongside a high-caliber advisory team specializing in financial complexity. The firm has not publicly disclosed total assets under management. Beyond the advisory business, Dahlby has extended the firm's intellectual property through the best-selling book Live WELLthy, a podcast series, and a national keynote speaking platform focused on values-aligned wealth and women's leadership — creating an adjacent content ecosystem that feeds prospective client engagement. Relevé's architecture embeds a behavioral-coaching layer that most RIA platforms separate into discrete advisory upsells, making financial psychology a core service line rather than an add-on. The firm's WELLthy360 process and Freedom Number metric are proprietary to the practice, codifying an onboarding and planning sequence that functions as an institutionalized decision framework rather than customized advice per engagement. This model creates a repeatable client experience — uncommon in the fragmented independent wealth management space — while maintaining the nimbleness of a single-principal-led boutique.
General information
Firm type
Multi Family Office
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Principals
Dawn Dahlby
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Relevé Financial Group?
Dawn Dahlby, the firm's Founder and CEO, leads the advisory team and investment strategy. She holds CFP and BFA designations with more than 25 years of industry experience. The firm operates as a boutique practice where portfolio construction and financial planning are integrated under her direction rather than delegated to a separate investment committee.
How does Relevé Financial Group source clients?
Relevé targets high-performing women and their families through a digital-first national practice, supported by Dahlby's book Live WELLthy, her podcast, and a national keynote speaking platform. The firm's content ecosystem funnels prospective clients toward an initial WELLthy360 Strategy Session, where the proprietary Freedom Number metric anchors the onboarding process. There is no disclosed third-party referral network or institutional channel.
Is Relevé Financial Group a single-family office or a wealth management firm?
Relevé operates as an independent registered investment advisory firm structured as a boutique multi-family office in practice, not as a single-family office serving one source of wealth. The firm provides fiduciary, fee-based wealth management to a discrete client segment — high-performing women — functioning more like an outsourced family CFO than a conventional retail advisory.
Does Relevé Financial Group manage assets on a discretionary basis?
The firm provides discretionary portfolio management as part of its advisory services, constructing personalized investment strategies within its WELLthy360 framework. However, the firm has not publicly disclosed whether all client assets are managed on a fully discretionary basis or if some operate under non-discretionary consulting arrangements.
What investment philosophy does Relevé Financial Group follow?
Relevé emphasizes tax-efficient, diversified portfolio construction aligned with each client's values and financial goals. The firm's public materials highlight behavioral guidance and long-term partnership over tactical asset allocation, with investment strategies designed around each client's Freedom Number and life-stage complexity rather than a uniform model portfolio. Specific holdings or asset-class targets are not publicly disclosed.
How is Relevé compensated?
Relevé operates on a fee-based fiduciary model, charging fees for advisory and planning services rather than commissions. The firm's website discloses its Customer Relationship Summary (Form CRS), which details its compensation structure and potential conflicts, though exact fee schedules are not published publicly.
Does Relevé Financial Group maintain philanthropic or family-office adjacent structures?
While Relevé advises clients through wealth transitions involving inheritance and estate planning, there is no disclosed separate foundation, trust company, or philanthropic vehicle operating under the Relevé brand. Estate coordination is integrated into the advisory platform rather than housed in a distinct legal entity.
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