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

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

The firm is a state-registered, single-advisor independent practice that serves individuals, high-net-worth clients, and estates and trusts, offering ongoing wealth management and one-time financial planning engagements. Services typically include discretionary portfolio management, customized financial planning, and implementation support, with the option to convert one-time planning clients into ongoing management. The adviser follows a primarily passive, long-term investment approach grounded in Modern Portfolio Theory, the Efficient Market Hypothesis, and the Fama–French three-factor model, building diversified portfolios using low-cost mutual funds and ETFs and selected fixed-income holdings. Portfolios are tailored to client goals and risk tolerance, with periodic rebalancing and the ability to impose client-directed investment restrictions. What distinguishes this practice from many peers is its billing model: instead of the more common percentage-of-assets fee, the firm uses negotiated flat annual fees assessed quarterly within a tiered structure and applies credits when one-time planning clients move to ongoing management. The practice also manages a relatively large asset base across a small client roster and provides a few client-specific accommodations—such as managing certain child accounts up to a specified age under higher service tiers—that reflect a boutique, highly personalized service model.

To learn more about the advisors currently working at Daybreak Wealth, 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.