A complete list of active advisors currently associated with Dedicated Investment Advisers LLC
Warmer can help you find a great advisor at Dedicated Investment Advisers LLC or one who fits your needs even better.
The firm provides fee‑based investment management and financial planning to individuals, small businesses and retirement accounts, including IRAs and employer SIMPLE plans. In addition to portfolio management, the firm’s managing member is credentialed as a CPA/CFP/EA and offers separate tax preparation and insurance services, which are billed or contracted outside the advisory agreement. Its investment approach uses strategic asset allocation with a core‑and‑satellite structure—typically low‑cost index and ETF core holdings supplemented by selectively chosen active managers—guided by fundamental analysis and discretionary trading. The firm may also include fixed indexed annuities and indirect cryptocurrency exposure through funds as part of client solutions and uses established custodial platforms for account implementation. Distinctive features include an operational affiliation with an accounting practice and licensed insurance activities, including the sale of certain fixed annuity products through an affiliated insurance entity, disclosures the firm notes may create conflicts of interest. The brochure also discloses a past consent order with the Pennsylvania securities regulator resulting in an administrative sanction, which the firm reports as settled and includes in its regulatory disclosures.
To learn more about the advisors currently working at Dedicated Investment Advisers 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 |
|---|---|---|
Havertown, PA
| 40
|
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