DiMatteo Financial Group

The firm provides fee-based investment advisory and portfolio management services to individuals, pension plans, corporations, and other business entities. It offers custom management delivered primarily on a non-discretionary basis and also provides pension consulting for qualified retirement plans, including assistance with plan provider evaluation, investment option selection, participant education, and enrollment support.

The firm’s investment approach emphasizes a tactical asset-allocation strategy implemented mainly through mutual funds and ETFs, supported by fundamental analysis and a bias toward long-term holdings; it may use cash positions as a hedge and recommend reallocations to manage concentration or harvest gains and losses. Because accounts are managed non-discretionarily, investment recommendations are tailored to each client’s objectives and implemented with client authorization.

Noteworthy features relative to peers include a substantial concentration of non-discretionary assets (about $42.3 million as of January 20, 2026) and a client mix that includes pension/profit-sharing and other institutional relationships, along with pension consulting services—capabilities that are uncommon among similar independent advisers. The brochure also discloses limited ancillary activities, including licensed insurance sales and ownership of an unrelated staffing business; these activities are identified as potential sources of additional compensation and are disclosed as conflicts of interest.