A complete list of active advisors currently associated with DDO Advisory Services, LLC

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

DDO Advisory Services is an independent registered investment adviser serving individuals, families, small business owners, and retirees with comprehensive financial planning and fee-based investment advisory services. The firm provides hourly and project-based financial planning alongside ongoing portfolio management for taxable accounts, trusts, and a range of retirement accounts using pooled mutual funds and ETFs. The firm’s investment approach emphasizes strategic, long-term asset allocation implemented on a primarily non-discretionary basis, with quarterly review meetings and client approval required before trades; third-party managers may be used for tactical or alternative exposures while the firm retains supervisory oversight. Financial planning engagements follow CFP Board Practice Standards, and client accounts are custodied at an independent custodian with regular quarterly reporting. Noteworthy for an independent RIA of its size, the firm’s sole advisor is also a licensed insurance broker who may offer life, disability, and long‑term care products — a dual role the firm discloses and manages as a potential conflict of interest. The firm reports virtually all assets as non‑discretionary (approximately $26.8 million as of 12/31/2025), which, together with its insurance brokerage activity and use of third‑party managers for non‑strategic exposures, is uncommon among peers.

To learn more about the advisors currently working at DDO Advisory Services, 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.