A complete list of active advisors currently associated with DMLO Wealth Planning, LLC

Warmer can help you find a great advisor at DMLO Wealth Planning, LLC or one who fits your needs even better.

DMLO Wealth Planning serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The brochure describes ongoing portfolio construction and monitoring as well as one-off financial planning engagements that may include written plans or consultations. The firm’s investment approach is customized and primarily long-term, using diversified mutual funds, ETFs, individual stocks and bonds, and both fundamental and technical analysis; DMLO may also retain legacy holdings for tax or portfolio-fit reasons. DMLO may allocate client assets to other managers and performs initial and ongoing oversight of those managers, including recommending an affiliated sub-adviser in some cases and disclosing related conflicts of interest. Noteworthy in the brochure is DMLO’s ownership and affiliation structure: it is partially owned by an accounting firm (Deming, Malone, Livesay & Ostroff, P.S.C.) and has ownership ties to Guidance Consulting as well as affiliated registered advisers Guidance Capital and Dynamic Market Advantage, LLC, which it may recommend for client sub-advisory services. The brochure also discloses that the firm advertises hypothetical and performance results and describes retirement-plan education services (including participant enrollment and education tracking), and the firm’s current scale — five advisors serving 43 clients with about $30.4 million in AUM — is apparent from the disclosures.

To learn more about the advisors currently working at DMLO Wealth Planning, 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.