A complete list of active advisors currently associated with Dover Advisors, LLC

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

Dover Advisors serves individuals, high net worth clients, families, trusts, estates, and businesses, managing about $375.7 million across accounts and a six-advisor team. The firm offers wealth management, discretionary and non-discretionary portfolio management, and financial planning using tools such as MoneyGuidePro, and may introduce clients to independent managers or custodial lending programs. The firm’s investment approach is primarily long‑term and customized, building portfolios from ETFs, individual stocks and bonds, mutual funds, and alternative/private investments while monitoring and rebalancing to client goals and risk tolerances. Dover Advisors may also employ covered options and other derivatives as part of portfolio implementation, and it oversees accounts for ERISA and IRA rollover guidance and other retirement planning needs. Dover’s brochure discloses performance reporting and the use of hypothetical performance scenarios in its materials, a marketing practice that is less common among comparable team firms. The firm’s explicit use of covered options/derivatives in client accounts and its combination of a relatively young firm (formed 2022) with substantial AUM are noteworthy features; the brochure also discloses that some advisory personnel are licensed to sell insurance products, which creates potential conflicts of interest disclosed in the document.

To learn more about the advisors currently working at Dover 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.