A complete list of active advisors currently associated with Dachtler Wealth Advisors, LLC

Warmer can help you find a great advisor at Dachtler Wealth Advisors, LLC or one who fits your needs even better.

Dachtler Wealth Advisors is a small SEC‑registered advisory firm that serves individual investors—including high‑net‑worth clients—along with trusts, estates, and retirement plans. The firm provides discretionary portfolio management and incidental financial planning, and generally charges fees based on assets under management. The firm implements client portfolios primarily by placing accounts into third‑party model providers and sub‑advisers (including SEI Investments Management Corporation and First Trust) rather than relying on proprietary security analysis. Through those platforms it offers exposure to a broad set of investments and strategies—such as mutual funds, ETFs, buffer (defined‑outcome) ETFs, direct indexing, and securities‑backed lines of credit—and certain SEI programs require custody with SEI Trust Company. Noteworthy distinctions include its two‑advisor structure managing roughly $120 million in discretionary assets since beginning advisory services in 2025, and affiliations that permit associated persons to act as broker‑dealer registered representatives and licensed insurance agents, which the firm discloses as potential conflicts of interest. The firm also discloses use of AI tools for meeting recording/transcription and a policy of not aggregating block trades, practices that differ from many peers and may affect trade execution, reporting, and conflict oversight.

To learn more about the advisors currently working at Dachtler Wealth 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.