A complete list of active advisors currently associated with DBD Retirement and Financial Services

Warmer can help you find a great advisor at DBD Retirement and Financial Services or one who fits your needs even better.

Signature Resources provides ongoing asset management and portfolio supervision to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and other business entities. Accounts are custodied with qualified custodians (including Schwab Institutional) and the firm provides continuous advice on buying, selling and monitoring investments while charging fees based on assets under management billed on a quarterly basis. The firm’s investment approach combines fundamental, technical and charting analysis and uses both strategic and tactical asset‑allocation frameworks alongside long‑ and short‑term holdings. Portfolios are tailored through one‑on‑one interviews and questionnaires, monitored at least quarterly, and can be managed on either a discretionary or non‑discretionary basis with the ability to impose client investment restrictions. Distinctive aspects noted in the brochure include an emphasis on client education—through seminars or workshops—and use of custodian‑provided educational and practice‑management resources, an offering that is less common among independent advisers. The firm’s leadership brings prior fiduciary and institutional bank experience, and the firm does not vote client proxies, leaving those decisions to clients.

To learn more about the advisors currently working at DBD Retirement and Financial Services, 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.