A complete list of active advisors currently associated with Dirigo Financial LLC

Warmer can help you find a great advisor at Dirigo Financial LLC or one who fits your needs even better.

Dirigo Financial provides discretionary asset management and financial planning services to individual and high-net-worth clients and also offers consulting to pension and other employee benefit plans, including 401(k) plans. The firm manages custodial accounts across stocks, bonds, mutual funds, and exchange-traded funds while offering written financial plans and ongoing planning follow-ups. The firm’s investment approach emphasizes fundamental analysis and a long-term strategy, with accounts reviewed at least annually and adjustments made to reflect client goals, risk tolerance, and changing circumstances. Financial planning and broader consulting (retirement, tax considerations, insurance, cash flow, and estate-related topics) are integrated into the advisory process and revisited through scheduled meetings and communications. Notably, Dirigo Financial is newly licensed and has added pension consulting to its service mix—preparing written pension consulting plans, recommending and monitoring money managers, and advising on other plan service providers—which is less common among similar independent advisers. The firm relies on a major qualified custodian and related institutional support for trade execution, custody, and third-party reporting to administer client accounts.

To learn more about the advisors currently working at Dirigo Financial LLC, 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.