A complete list of active advisors currently associated with Dolphin Financial Group

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

Dolphin Financial Group provides discretionary asset management, negotiable fixed‑fee financial planning, and referrals to third‑party money managers for individual clients and other entities. The solo advisory practice manages about $9.1 million in client assets across roughly 60 client relationships. The firm constructs portfolios based on client goals, time horizons and risk tolerance and uses a mix of fundamental, technical and cyclical analysis in its investment process. Dolphin uses technology platforms (including Betterment Institutional), may delegate management to independent managers, and typically delivers financial planning work within a six‑month timeframe. A noteworthy aspect of the firm is its affiliation with an insurance business: the owner is a licensed insurance agent who spends a portion of his time on that activity and may offer insurance products to clients, a relationship the firm discloses as a potential conflict of interest. Dolphin also discloses ongoing referral and fee‑sharing arrangements with third‑party managers (including Gradient Investments) and platform incentives from Betterment Institutional, and it does not vote client proxies.

To learn more about the advisors currently working at Dolphin Financial Group, 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.