A complete list of active advisors currently associated with D & T Financial Advisors, Inc.

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D & T Financial Advisors provides discretionary investment management and retirement plan advisory to individuals (including high net worth clients), trusts, qualified retirement plans, charitable organizations and businesses. The firm manages approximately $87.4 million across about 40 client relationships and also offers broader financial planning and consulting services that may touch on tax, estate and business-sale considerations. The firm's investment approach emphasizes Modern Portfolio Theory and long-term, buy-and-hold asset allocation implemented principally with passively managed, no-load mutual funds and ETFs from providers such as Dimensional Fund Advisors, Vanguard and Bridgeway. DTI develops written investment policy statements, uses tools like Monte Carlo analysis to set allocations, and delegates fixed income portfolio trading and certain back-office functions to a third‑party manager (Advisor Solutions). A distinctive aspect of the firm is its affiliation with the accounting practice Jackson Downs & Tsuruda, with partners and several advisory staff holding CPA credentials and spending substantial time in the accounting practice; the two firms may refer clients to one another while keeping services and compensation separate. DTI also participates in program platforms and support services (including Fidelity Institutional Wealth Services and Advisor Solutions) and maintains a succession agreement with a larger advisory network to address continuity of client service.

To learn more about the advisors currently working at D & T Financial Advisors, 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.