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

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

DiPaolo Financial Group provides advisory services to individual and high‑net‑worth clients, offering discretionary portfolio management, ongoing financial planning, and coordination of estate‑planning work. The firm prepares an Investment Policy Statement for each client and also offers tax consulting and preparation services to clients, with those services billed separately. The firm constructs portfolios primarily using exchange‑traded funds with cash allocations and, when appropriate, individual stocks, bonds, structured notes, annuities, and non‑U.S. securities, applying cyclical analysis and modern portfolio theory. DFGI generally manages accounts on a discretionary basis, documents risk tolerance in client IPSs, uses both long‑ and short‑term trading, and provides educational guidance on digital assets without facilitating or custodializing client crypto holdings. Compared with many peers, DFGI regularly hosts free public informational workshops and provides tax preparation/consulting and estate‑planning coordination that may involve third‑party specialists—services that are less common among team firms. The firm maintains client accounts at Schwab Institutional, may receive research or other custodian‑provided benefits, and does not aggregate block trades for multiple client accounts, which can affect execution practices.

To learn more about the advisors currently working at DiPaolo 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.