About DS Drelich & Associates · Jacksonville
D.S. Drelich & Associates is an independent financial services firm based in Jacksonville, Florida, and Bristow, Oklahoma, specializing in retirement planning, investment management, and legacy planning for individuals, families, and retirees. The firm serves clients across Florida and Oklahoma, with a focus on creating tax-efficient strategies, reliable income streams, and personalized financial solutions. Founded over three decades ago, it emphasizes customer service and ethical, fiduciary-based advice. The team includes advisors Don Sullivan, Doug Drelich, and Tyler Sullivan.
D.S. Drelich & Associates provides comprehensive financial planning services including investment management, retirement income strategies, insurance planning, and legacy planning. They serve clients in Jacksonville, St. Augustine, Northeast Florida, Bristow, and Tulsa, Oklahoma, as well as nationwide. Their approach is client-centered, with a five-step process: schedule a consultation, strategize, implement, and review annually. The firm is independent and legally obligated to act in the client’s best interest. They are not affiliated with CreativeOne Securities, LLC, though securities are offered through them. No religious affiliation is mentioned on the site.
- In business
- over 30 years
- Owner
- Don Sullivan, Doug Drelich, Tyler Sullivan
- Serves
- Jacksonville, St. Augustine, Northeast Florida; Bristow and Tulsa, Oklahoma; nationwide
About
Independent Financial Advisors Serving Jacksonville, FL and Oklahoma. Our Partners: Don Sullivan, Doug Drelich, Tyler Sullivan.
Services
We specialize in five main service areas: Investment Management, Financial Planning, Retirement Income Planning, Insurance Strategies, and Legacy Planning.
- Investment Management
- Financial Planning
- Retirement Income Planning
- Insurance Strategies
- Legacy Planning
Why Choose Us
After three decades serving people just like you, our reputation was built on exceptional customer service and satisfaction. We are legally and ethically obligated to act in your best interest, always.
Our Process
1. Schedule — Complimentary consultation to get to know you. 2. Strategize — Analyze your full financial picture. 3. Implement — Execute your strategy. 4. Review — Annual reviews to keep your plan aligned with your life and goals.
- Schedule
- Strategize
- Implement
- Review