DiNuzzo Private Wealth, Inc.

Mark Dinuzzo is a CFP® and ChFC® with 27 years of industry experience. He is a senior vice president at DiNuzzo Private Wealth, Inc., where he has worked since 1997, and has also been with Beaconsfield Financial Services Inc. since 2009. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm employs globally diversified, index-based portfolios and offers multiple client service tracks, combining automated model delivery with ongoing advisor oversight.

Patrick Dinuzzo is a financial advisor with DiNuzzo Private Wealth, Inc. He holds the PFS™ designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. He has been associated with Dinuzzo Index Advisors, Inc. since 1989. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm manages approximately $1.01 billion in assets and employs globally diversified, index-based portfolios using mutual funds and ETFs, combining automated model delivery with personalized advisor oversight.

Robert Graham is a CFP® professional with 33 years of industry experience, currently serving at DiNuzzo Private Wealth, Inc. since 2016. Prior to this, he worked at PNC Investments for one year. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm employs globally diversified, index-based portfolios and offers a range of client service tracks, including a full-service family office platform and an automated emerging wealth solution.

Michael Dinuzzo is a CFP® and ChFC® with 15 years of experience in financial planning and wealth management. He is a principal at DiNuzzo Private Wealth, Inc., where he has worked since 2010, and has also been affiliated with Beaconfield Financial Services since 2011. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm manages approximately $1.01 billion in assets and offers tailored client service tracks, employing globally diversified, index-based portfolios with a combination of automated and advisor-managed strategies across multiple office locations.

Carl Hartman is a ChFC® credentialed financial advisor with 18 years of industry experience. He has been with DiNuzzo Index Advisors, Inc. since 2007. Hartman is based in Beaver, PA, and holds Series 63 and Series 65 licenses. DiNuzzo Private Wealth, Inc. provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm uses globally diversified, index-based portfolios grounded in Modern Portfolio Theory and offers both automated and high-touch advisory services across multiple client segments.

Kenneth Mc Daniel is a financial advisor at DiNuzzo Private Wealth, Inc. with six years of industry experience. He holds a Series 65 designation and has worked at DiNuzzo Index Advisors, Inc. since 2019. Outside of advisory work, he owns and operates McDaniel Tax Company, where he provides tax preparation and planning services as an enrolled agent. DiNuzzo Private Wealth offers discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm employs globally diversified, index-based portfolios primarily using mutual funds and ETFs, serving clients through a combination of automated model delivery and personalized advisor oversight.

Leslie Taylor Neumann is a financial advisor at DiNuzzo Private Wealth, Inc. with eight years of industry experience. She holds the CFP®, ChFC®, and Series 65 credentials. Prior to her current role, she worked at Beaconsfield Financial Services Inc. and has experience from Robert Morris University. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm employs globally diversified, index-based portfolios and offers multiple service tracks tailored to varying asset levels, combining automated solutions with personalized advisor oversight.

Jacob Potts is a financial advisor with DiNuzzo Private Wealth, Inc. in Beaver, PA. He holds the CFP®, ChFC®, and Series 65 credentials and has nine years of industry experience. Potts has been with DiNuzzo Private Wealth since 2015, including his time as a student at Robert Morris University prior to full-time employment. DiNuzzo Private Wealth provides discretionary investment management, retirement-plan consulting, and wealth-planning services to individuals, high-net-worth households, business owners, trusts, estates, and retirement plans. The firm uses a globally diversified, index-based investment approach and offers multiple client service tracks ranging from emerging wealth to family office platforms.