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

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

The firm is an independent, single-advisor registered investment adviser overseeing roughly $39.7 million for a small client base that includes individuals, high-net-worth clients, trusts, non-profits, and corporate or pension plan sponsors. It provides discretionary and non-discretionary portfolio management, financial planning or consulting, and retirement plan consulting, typically charging percentage-of-assets-under-management fees. Investment decisions are driven by fundamental analysis and a scenario-based asset-allocation process, with portfolios constructed mainly from mutual funds and exchange-traded funds and subject to periodic rebalancing. The brochure discloses that the adviser integrates ESG factors into some strategies and, where appropriate, may use derivatives (options) and margin borrowing in managed accounts, with attendant risk disclosures. What distinguishes this firm from many solo independent advisers is its explicit work with corporate and pension-plan clients, including ERISA fiduciary retirement-plan consulting, and its affiliation with insurance activities (the adviser is a licensed insurance agent who may receive commissions). The firm’s disclosures also note the use of hypothetical performance in its communications and detailed margin/options risk language, items that are relatively uncommon among peers and are identified as potential conflicts or areas requiring client attention.

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