Traditional financial advisors often compete on performance metrics and fee structures. Levi Pettit takes a different approach, focusing on what he considers the most valuable service outcome: client peace of mind.
“At the end of the day, it’s our goal to create peace of mind,” Pettit explains. “We want peace of mind that the plan that we’ve put in place is going to work for them. And we want peace of mind in times of volatility.”
This philosophy emerged from observing how market anxiety affects client decision-making. Too often, investors make emotional choices during volatile periods, undermining long-term financial strategies.
“If you follow the market, you may be looking at it being like, ‘Oh my gosh, the world is falling apart,'” Pettit notes. “But we’re still at a higher level today than we were six months ago.”
The approach reflects Pettit’s understanding of human psychology in financial decision-making. Rather than simply managing portfolios, Dornick Wealth Management manages client emotions and expectations throughout market cycles.
“We walk around with notification devices in our pockets and pretty much know what’s happening at all times during the day,” he observes. “A lot of the news that’s out there today is meant to strike fear.”
This perspective shapes how the firm communicates with clients during turbulent periods. Instead of technical market analysis, Dornick focuses on reinforcing the long-term strategy and maintaining client confidence.
“You pay us to give you that peace of mind,” Pettit emphasizes. “That’s what we’re ultimately setting out to do.”
The peace of mind approach extends beyond investment management to comprehensive financial planning. Dornick addresses estate planning, tax strategy, and insurance needs—all potential sources of client anxiety.
“Let’s be honest, our clients are very busy people,” Pettit states. “They have families, they have jobs, they are business owners. They are also trying to manage their own personal finances.”
For many clients, the value proposition isn’t just about returns—it’s about mental bandwidth and emotional well-being. By taking financial management off their plates, Dornick allows clients to focus on other priorities.
“An extra 100 basis points in returns may not outweigh the benefit of us delivering back your time and your peace of mind,” Pettit explains.
This client-centric definition of value represents a fundamental shift in how financial advisory services are positioned and delivered. Connect with Levi to explore how peace of mind can become part of your financial strategy.