A complete list of active advisors currently associated with DeWitt And Dunn Financial Services, LLC

Warmer can help you find a great advisor at DeWitt And Dunn Financial Services, LLC or one who fits your needs even better.

DeWitt & Dunn Financial Services is a boutique investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, corporations and small businesses. The firm provides advisory services primarily by placing client assets with third‑party sub‑advisors and co‑advisors and by offering access to model portfolios, mutual funds, ETFs, structured notes and other investment vehicles. Rather than directly managing individual trades, DeWitt & Dunn typically selects or recommends independent managers (sub‑advisors and a co‑advisor) who implement strategies, exercise trading discretion, and maintain client investment agreements; clients provide profile information and the firm facilitates the custodial and administrative relationship. The firm discloses that it does not perform routine account reviews or produce its own client reports, and relies on the third‑party managers for portfolio implementation and performance monitoring. Noteworthy distinctions include the firm’s insurance brokerage activity: the owner and some investment adviser representatives are independently licensed to sell insurance, Medicare and annuity products and may receive commissions, a disclosed conflict of interest. The brochure also discloses that the firm is compensated by recommended sub‑advisors and requires use of its selected custodians rather than permitting client‑directed brokerage, which contrasts with many peers that provide direct portfolio management and in‑house reporting.

To learn more about the advisors currently working at DeWitt And Dunn Financial 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.