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
Jeffrey Dvorak	Glen Ellyn, IL	14

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