Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Gregory M
CFA®, Series 65
Naples, FL
Dartmouth Capital Advisors, Inc.
Gregory Melvin is a CFA® charterholder with 29 years of industry experience, currently serving as president of Dartmouth Capital Advisors, Inc., an independent firm he has been with since 1995. He also has been a director at First National Bank (formerly Iron and Glass Bank) since 1997. Prior to and concurrent with his role at Dartmouth, he has worked at C. S. McKee, L.P. since 2000. Dartmouth Capital Advisors manages assets for high-net-worth individuals, families, foundations, medical offices, law firms, and institutional clients, including pension and profit-sharing plans. The firm employs a quantitative equity process combined with qualitative due diligence and uses an active, bottom-up approach to fixed-income management, with a notable client mix weighted heavily toward high-net-worth assets alongside meaningful pension and corporate accounts.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters