A complete list of active advisors currently associated with D'Orazio Wealth Advisors

Warmer can help you find a great advisor at D'Orazio Wealth Advisors or one who fits your needs even better.

D’Orazio Wealth Advisors provides financial planning, discretionary investment management, and retirement plan consulting to individuals, high‑net‑worth clients, trusts and estates, and retirement plan sponsors. The firm implements client portfolios using mutual funds, ETFs, individual equities and bonds, and can place qualifying accounts into separately managed account programs. The firm emphasizes a long‑term, globally diversified approach that relies primarily on fundamental analysis supplemented by quantitative tools, and it performs ongoing monitoring and rebalancing on a discretionary basis. In client service and fee planning, D’Orazio treats employer‑sponsored retirement plan balances and other held-away assets as “Assets Under Advisement,” even where it does not have trading authority. Compared with many peers, the adviser manages roughly $1.44 billion across an eight‑person advisory team, giving it a relatively high assets‑per‑advisor profile and a billing model based on a fixed annual retainer rather than a simple percentage‑of‑AUM. A firm principal holds individual CPA and attorney licenses but does not provide accounting or legal services through the adviser; the firm also uses SMA programs and may recommend private funds, with disclosures about related conflicts and liquidity limitations.

To learn more about the advisors currently working at D'Orazio Wealth Advisors, 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.