A complete list of active advisors currently associated with 4D Financial Advisors, LLC
Warmer can help you find a great advisor at 4D Financial Advisors, LLC or one who fits your needs even better.
4D Financial Advisors provides discretionary investment management and financial planning services to individual clients, including high-net-worth individuals. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and offers both ongoing wealth management and one-time financial plans. The firm follows a long-term, globally diversified approach and sets target asset allocations with client input, seeking discretionary authority to implement portfolios. Its investment process draws on charting, fundamental, technical and cyclical analysis and may, when appropriate, employ higher-risk strategies such as margin, options writing, short sales and access to hedge funds. Principal Jeffrey Dvorak (CFP®, CPWA®) personally conducts account reviews and typically meets financial-planning clients in person on a quarterly basis, and 4D manages client assets internally rather than using third‑party managers. The firm also coordinates estate‑planning work with attorneys and assists with insurance sourcing, and uses a tiered fixed-fee structure for combined planning and management rather than relying solely on a simple percentage-of-assets model.
To learn more about the advisors currently working at 4D Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Glen Ellyn, IL
| 14
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")