A complete list of active advisors currently associated with Diccianni Financial Group, Inc.

Warmer can help you find a great advisor at Diccianni Financial Group, Inc. or one who fits your needs even better.

Diccianni Financial Group provides investment advisory services to individuals, high‑net‑worth clients, and pension plans through wealth management, tax planning, and estate planning engagements. The firm offers discretionary portfolio management and, for assets held at DFG, provides estate settlement assistance at no additional charge. The firm's investment approach centers on a strategic asset allocation with passively‑managed index and exchange‑traded funds as the core holdings, supplemented by individual equities and actively‑managed funds where opportunities arise, and portfolios are globally diversified. Client programs are documented in an Investment Policy Statement and, where engaged, managed on a discretionary basis with ongoing monitoring and rebalancing. Advisors at Diccianni Financial Group also serve as registered representatives of Leigh Baldwin & Company and are licensed insurance agents, a dual role disclosed in the brochure that can result in commission‑based recommendations alongside fee‑based advisory services. The firm also combines assets held in its broker‑dealer capacity with advisory assets when determining advisory fee breakpoints (labeling those holdings “non‑billable”), and it transitioned from state to SEC registration on July 1, 2025.

To learn more about the advisors currently working at Diccianni Financial Group, Inc., 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.