A complete list of active advisors currently associated with Dominion Wealth Management, LLC

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

Dominion Wealth Management provides discretionary investment management and portfolio monitoring to high‑net‑worth and non‑HNW individuals as well as corporate clients, and delivers basic financial planning as part of its asset‑based services. The firm offers investment management exclusively through a wrap‑fee program, may allocate assets to third‑party money managers, and provides retirement plan participant account management using a third‑party order management platform for held‑away defined‑contribution accounts. Investment decisions are implemented under a limited power of attorney and are tailored to each client’s stated objectives, risk tolerance, and financial circumstances, with at least annual reviews and ad‑hoc rebalances as needed. Dominion Wealth employs strategic asset allocation, security selection, quantitative and computer‑based analysis, and third‑party software and vendors to analyze holdings and prepare performance reporting. Noteworthy features that distinguish the firm from many peers include operating solely as a wrap‑fee program sponsor and billing for third‑party manager fees within that wrap structure, the disclosed affiliation with local accounting firms, and the fact that certain personnel are licensed insurance agents who may receive commissions; the brochure identifies these relationships and related conflicts of interest. The firm’s use of a specific held‑away platform (Pontera) for retirement plan participant management and its reliance on third‑party vendors for performance reports are additional operational details that are less common among similarly sized advisers.

To learn more about the advisors currently working at Dominion Wealth Management, 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.