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Over $1 Billion Under Advisement

Our institutional clients include charitable associations, religious orders, industrial groups, and educational institutions.

Greater Transparency

Less Complexity

Sensible Fee Structure

Functioning as Chief Investment Officer for our 

institutional and family clients

Our Philosophy

DHK serves as a fiduciary, advising and investing

from principles that best serve our clients.

Greater Transparency

We believe the investment industry remains unnecessarily opaque about performance comparisons and fees. Investors deserve complete clarity regarding their portfolios. DHK has been advising clients with a high standard of transparency since 1993.

Less Complexity

The overwhelming evidence shows that simpler investment approaches tend to outperform more complex ones over time. DHK invests with this in mind.

We favor index-based strategies to build diversified portfolios. We believe a more disciplined approach gives clients a better chance for higher returns over time.

Sensible Fee Structure 

Much of the investment industry tends to overcharge relative to the value they actually deliver. DHK prides itself on maintaining a fee structure agreeable to our clients. We think investors should keep more of what their portfolios earn.

We structure our clients' portfolios with discipline—not by tactical bets or emotion.

Institutional Clients

Strawbery Banke - Logo
Sisters of Providence - Logo
NAIS - Logo
Historic Newton
North Central Wholesalers Logo
Saint David's - Logo
Cazenovia College - Logo
ASA (Neupert) - Logo
GSCH_logo color w legal name  high resol
Our Team

Our Team

DHK's team of professionals apply their decades of experience

and expertise to benefit our clients.

Tim founded DHK in 1993. Tim’s 29 years of experience in investment management includes work with Prime Buchholz & Associates, one of the nation’s leading investment consulting firms serving approximately 300 institutional and private clients...

Timothy W. Dempsey

President & CIO

Cynthia R. Freedman

Director, Operations

Cynthia was with DHK from 2010 to 2017, and returned to us in October 2019. She has 20+ years of experience in the investment and investor relations industries. She spent over 15 years as Director of Investor Relations at Summit Partners, a Boston-based...

Wendy E. Kessler

Manager, Client Services

Wendy joined DHK in 2008 and has spent nearly six years supporting DHK’s clients, assisting them with account management, interfacing with client custodians, and providing day-to-day support for DHK clients’ overall needs...

David Henry - Picture.jpg

Dave is a 40-year investment professional experienced in all facets of the investment business. For the past 25 years, Dave has worked with non-profit organizations and private clients. Before joining DHK, he served as a Financial Advisor with Baystate...

David Henry

Investment Advisor

Paul Proctor pic.png

Paul E. Proctor

Manager, Financial Reporting

Paul comes to DHK with 20 years of experience in financial services, including time in both IT and Finance with Fidelity Investments and Liberty Mutual. He earned a BS in Finance from UNC Wilmington and an MBA from UNC Greensboro.

Lori A. Cagney

Asst. Manager, Client Services

Lori joined us in 2021. Lori brings with her to DHK over 20 years of business experience, including client management, legal client services, and small business marketing. She has worked for Parnell..

Contact Information

Contact Information

DHK Financial Advisors, Inc.

Portsmouth Office

3 Greenleaf Woods Drive, Suite 202
Portsmouth, NH 03801


(603) 436-5801  phone

(603) 431-3346  fax

Boston Office

101 Federal Street, 19th Floor

Boston, MA 02110


(617) 938-3755  phone

(617) 830-0225  fax

For general inquiries, please email

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