A complete list of active advisors currently associated with DeHoff Wealth Advisory LLC
Warmer can help you find a great advisor at DeHoff Wealth Advisory LLC or one who fits your needs even better.
The firm provides continuous wealth management and financial planning services to individuals and high‑net‑worth individuals, combining investment management with planning work on cash flow, retirement, tax strategies, estate planning, and business planning. It primarily advises on equities, bonds, mutual funds, ETFs, U.S. government and municipal securities and may provide advice on holdings clients bring to the relationship. The firm’s investment approach emphasizes asset allocation and diversification grounded in modern portfolio theory, supplemented by fundamental and cyclical analysis, and uses a mix of passive and active vehicles. Portfolios are generally constructed for long‑term holding with discretionary trading authority, while financial plans are built, reviewed, and monitored throughout the year and client‑imposed investment restrictions can be accommodated in writing. Distinctive operational features include that the firm was formed and registered in 2025 and reported no assets under management as of the filing date, and it operates as a small, fee‑only practice whose sole principal maintains outside employment at a financial‑services vendor (the brochure notes procedures to manage limited daytime availability). The firm requires clients to custody assets on a specified platform (Altruist), includes financial planning at no additional charge for managed clients, and does not offer performance‑based or wrap fee programs.
To learn more about the advisors currently working at DeHoff Wealth Advisory 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 |
|---|---|---|
Jacksonville, FL
| 9
|
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