Beaver, PA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
DiNuzzo Private Wealth, Inc.
Team
Firm-wide stats for DiNuzzo Private Wealth, Inc.
About
DiNuzzo Private Wealth provides discretionary investment management, financial planning and retirement plan consulting to individuals, high‑net‑worth families, business owners and institutional plan sponsors. The firm operates multiple service platforms — Wealth Management for $2M–$10M households, Family Office and Middle‑Market Family Office for multi‑million and multi‑hundred‑million net worth clients, and an automated DiNuzzo Emerging Wealth option for investors beginning to accumulate assets.
The firm builds globally diversified, index‑oriented portfolios using mutual funds and ETFs and applies Modern Portfolio Theory principles, with ongoing monitoring, discretionary rebalancing and the option to allocate to third‑party managers. It commonly uses institutional mutual funds (including Dimensional Fund Advisors) in client portfolios, provides ERISA 3(21)/3(38) fiduciary services for retirement plans, and documents use of technology and AI tools under written policies.
What is notable compared with many peers is the breadth of services under one firm: a full family‑office offering (estate, tax, captive insurance, concierge medicine planning, private equity and succession planning), a separate streamlined automated advisory platform, and an affiliated insurance/producer agency alongside limited commission‑based product activity. The firm also maintains multiple office locations, discloses prior referral arrangements with major custodians and emphasizes formal cybersecurity, confidentiality and AI governance controls.
Based on DiNuzzo Private Wealth, Inc.
Expertise
Based on DiNuzzo Private Wealth, Inc.
Location
1501 3rd St.
Beaver PA 15009
Advisors at this office
5
Advisors at this office
Robert G
CFP®, Series 63, Series 66
Beaver, PA
DiNuzzo Private Wealth, Inc.
Robert Graham is a CFP® with 34 years of experience in the financial industry. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers a range of service platforms, including Wealth Management, Family Office, and an automated Emerging Wealth option, and builds globally diversified, index-oriented portfolios using mutual funds and ETFs based on Modern Portfolio Theory.
Michael D
CFP®, ChFC®, Series 63, Series 65
Beaver, PA
DiNuzzo Private Wealth, Inc.
Michael Dinuzzo is a CFP® and ChFC® with 16 years of industry experience. He is a senior vice-president at DiNuzzo Private Wealth, Inc., where he has worked since 2010, and previously worked at Beaconfield Financial Services. DiNuzzo Private Wealth serves individuals, high-net-worth families, business owners, and institutional plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs globally diversified, index-oriented portfolios based on Modern Portfolio Theory and provides a range of services including full family-office offerings and an automated advisory platform.
Carl H
ChFC®, Series 63, Series 65
Beaver, PA
DiNuzzo Private Wealth, Inc.
Carl Hartman is a financial advisor with DiNuzzo Private Wealth, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 19 years of industry experience. Hartman has been with Dinuzzo Index Advisors, Inc. since 2007. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm utilizes globally diversified, index-oriented portfolios and provides a range of service platforms, including wealth management, family office services, and an automated advisory option for emerging investors.
Kenneth M
Series 65
Beaver, PA
DiNuzzo Private Wealth, Inc.
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 previously at DiNuzzo Index Advisors, Inc., Advance Auto Parts, and Citizens Financial Group. Outside of his advisory role, he is the owner and enrolled agent of McDaniel Tax Company, where he provides tax preparation and planning services. DiNuzzo Private Wealth offers discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm uses globally diversified, index-oriented portfolios with ongoing monitoring and discretionary rebalancing, serving a range of clients from emerging investors to multi-hundred-million net worth households.
Jacob P
CFP®, ChFC®, Series 65
Beaver, PA
DiNuzzo Private Wealth, Inc.
Jacob Potts is a CFP®, ChFC®, and holds a Series 65 license with 10 years of industry experience. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers multiple service platforms tailored to different client segments and builds globally diversified, index-oriented portfolios using mutual funds and ETFs with ongoing monitoring and discretionary rebalancing.
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