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Phillip D
CFP®, Series 65
Towson, MD
Dyer Financial Advisory
Phillip Dyer is a CFP® with 25 years of industry experience and has led Dyer Financial Advisory since 2002. He holds a Series 65 license and operates an independent advisory firm based in Towson, MD. Outside of his advisory role, he is a principal and strategic business consultant at Victory Success System, LLC, a separate business consulting venture. Dyer Financial Advisory is a fee-only registered investment adviser serving individual investors, trusts, estates, charities, and small businesses. The firm emphasizes long-term, buy-and-hold portfolio strategies based on Modern Portfolio Theory, focusing on asset allocation and low-cost index funds, while providing personalized investment management and financial planning services.
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