Broker Check

Dahle’s Financial Services – Another Highly Experienced Team – Joins the Farpointe Family

September 29, 2021

Utah is a fabulous place to visit whether you like skiing, hiking, mountain biking or rubbing elbows with celebrities at the Sundance Film Festival. As if that isn’t enough, the Farpointe team now has another reason to visit Utah – to spend time with our friends at Dahle’s Financial Services, the latest practice seeking to pave a better path for their business and clients by joining the rapidly growing Farpointe family.

Dahle’s Financial Services is run by father-and-son team Bill and Aaron Dahle. Bill began in accounting in corporate America and started his own accounting and tax business preparing seven tax returns for close friends. He added wealth management 26 years ago as a natural and complementary offshoot from the tax and accounting services he was providing, and Aaron joined him in the practice in 2008. Together they have grown the business dramatically and now prepare around 1,200 tax returns each year with over $110 million in client assets under administration.

Bill and Aaron are as excited about the wealth management profession today as they have ever been, and are looking forward to refreshing their approach in partnership with the Farpointe team. They decided to join Farpointe because they want a partner who is aligned with them and their clients, they want to have a say in the direction of the business, and they value the camaraderie and meaningful peer collaboration of the Farpointe advisor community.

In his free time Bill enjoys home remodeling projects and riding his bike. Aaron is passionate about basketball – he plays four days a week and has collected around 250 pairs of basketball shoes. Aaron and his wife, Sarah, have two daughters who are 12 and 9 years old and they are trying to visit all 50 states before the girls graduate from high school.  In addition to Aaron, Bill and his wife, Denise, have two daughters and another son who has three boys of his own ages 14, 11, and 6.  All four of Bill’s children have worked for and helped grow Dahle’s Financial Services over the years starting as young as age 4 feeding the monster (shredding documents).

Welcome to Bill, Aaron and the rest of the fantastic team at Dahle’s Financial Services.