A complete list of active advisors currently associated with Dominion Wealth Advisors, LLC
Warmer can help you find a great advisor at Dominion Wealth Advisors, LLC or one who fits your needs even better.
Dominion Wealth Advisors, LLC offers ongoing investment supervisory services to individuals, high‑net‑worth investors, and business entities, developing an Investment Policy Statement for each client and managing portfolios across mutual funds, equities, fixed income, ETFs, hedge funds, REITs, private placements and insurance products. The firm states it has no account minimum and customizes implementation to the client’s stated goals, risk tolerance and time horizon. The firm’s investment process draws on multiple methods of analysis — charting, fundamental, technical and cyclical — and employs both long‑ and short‑term strategies, including short sales, margin transactions and options writing; it typically seeks discretionary authority to execute client-directed portfolios. Dominion charges asset‑based fees billed quarterly in arrears, does not participate in wrap fee programs and does not accept performance‑based compensation. Distinctive elements disclosed in the brochure include affiliations with an accounting practice and the firm principal’s insurance license, with the brochure noting that commissionable insurance products may be offered and that clients are not required to use those affiliated services. The firm operates as a single‑advisor practice that manages assets in‑house, uses a custodian relationship that may provide research/soft‑dollar benefits, and allows client‑directed brokerage — operational and affiliation features that can affect execution, custody and potential conflicts of interest relative to many peers.
To learn more about the advisors currently working at Dominion Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Manasquan, NJ
| 16
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)