A complete list of active advisors currently associated with D.M. Wealth Management, Inc.

Warmer can help you find a great advisor at D.M. Wealth Management, Inc. or one who fits your needs even better.

D.M. Wealth Management is a small, supported advisory firm that provides discretionary portfolio management, financial planning, and related investment consulting to individuals, trusts, estates, charitable organizations, corporations and investment clubs. The firm manages approximately $47 million for roughly 195 clients and offers both discretionary and, in limited cases, non-discretionary arrangements and third‑party adviser referrals. The firm uses multiple methods of security analysis — including fundamental, technical, quantitative, and cyclical approaches — and implements strategies ranging from long‑term buy‑and‑hold to short‑term trading and option writing, typically operating under client‑defined guidelines and with regular account reviews. Clients receive a written financial plan after an initial consultation and follow-up meeting, and the firm incorporates risk‑tolerance assessment into its portfolio construction and supervision process. Noteworthy for a firm of its size, D.M. Wealth publishes a free educational newsletter and offers seminars and workshops for financial professionals, companies, and the general public; those communications emphasize investor education and do not recommend individual securities. The firm also discloses that one representative operates a separate insurance business (from which the firm receives no compensation) and that it may place clients on third‑party platforms for discretionary management when appropriate.

To learn more about the advisors currently working at D.M. Wealth Management, Inc., 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.