A complete list of active advisors currently associated with Daline Wealth Management, LLC

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

The firm provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, and businesses, offering both discretionary portfolio management and a range of planning engagements (hourly, fixed‑fee, and subscription). Like many independent RIAs, it generally charges percentage‑of‑AUM fees and uses diversified mutual funds and ETFs as core holdings for individual portfolios. The firm constructs customized, primarily long‑term portfolios guided by fundamental, technical, and behavioral analysis, while also using indexed ETFs, third‑party active models, and occasional risk‑on/risk‑off allocation shifts; it may employ unaffiliated independent managers and monitors those relationships. It maintains an institutional relationship with a custodial platform to execute and custody client assets and provides regular account reviews and reporting. Noteworthy features include that the firm is newly formed in 2026 and currently reports no assets under management or clients, and it is not structured as a traditional solo practice despite its small size. The principal maintains substantial outside business activities (including a material role in a building‑materials company and a licensed insurance practice that may generate commission income) and the firm offers a subscription planning product for smaller accounts plus complimentary monthly planning hours for larger managed relationships.

To learn more about the advisors currently working at Daline Wealth Management, 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
Jeffery Cole	Clarksville, TN	4

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