A complete list of active advisors currently associated with DC & Associates
Warmer can help you find a great advisor at DC & Associates or one who fits your needs even better.
DC & Associates provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, and businesses, preparing written Investment Policy Statements and monitoring accounts regularly. The firm offers access to professionally managed model portfolios through third‑party managers and the AssetMark platform, and can also provide custom "Advisor as Strategist" management alongside recommendations for mutual funds, ETFs, equities, fixed income, and fee‑based annuities. The firm’s investment approach emphasizes long‑term, diversified strategies tailored through client financial analysis, documented risk tolerances, and periodic reviews; for many clients it selects third‑party model portfolios suited to each client’s objectives. DC & Associates typically implements strategies on a discretionary basis but also accommodates non‑discretionary, tax‑sensitive, or concentrated holdings arrangements when a client’s situation warrants. Noteworthy distinctions include an affiliation with insurance activities: a firm principal is a licensed insurance agent and the brochure discloses that insurance product recommendations are not provided in the advisor’s fiduciary capacity and may be limited to certain providers, with procedures described to address the resulting conflict of interest. The firm also requires use of the AssetMark platform or specified custodians, discloses AssetMark’s wrap and platform fees and related advisor incentives, and states it does not aggregate trades across multiple client accounts—operational features that can affect execution, custody, and how third‑party managers are employed.
To learn more about the advisors currently working at DC & Associates, 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 |
|---|---|---|
Grand Rapids, MI
| 23
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)