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 with wealth management, investment management, and financial planning services. The firm’s planning work is delivered through written plans or consultations (often using MoneyGuidePro) and may include ongoing supervisory investment services. The firm’s investment approach is generally long-term and discretionary, building portfolios from ETFs, individual stocks and bonds, mutual funds, and alternative or private investments, and it may allocate to unaffiliated independent managers when appropriate. Dover Advisors describes using both fundamental and technical analysis, regularly monitors accounts, and may rebalance or trade short-term to meet client objectives or changing market conditions. The brochure highlights several practices that distinguish Dover from many peers: it provides periodic reports on holdings, allocations, and performance and reiterates the standard caution that past performance is not a guarantee of future returns, and it discloses the use of derivative strategies such as covered options and structured products (noting structured-product costs can be up to 3.00% per issuer). The firm also discloses access to stock-secured lending programs through custodial partners and that certain advisory persons hold insurance licenses and may receive separate commission-based compensation for insurance sales.
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.
You can also browse Dover Advisors, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Richmond, VA
| 4
| |
Richmond, VA
| 3
| |
Richmond, VA
| 9
| |
Atlanta, GA
| 40
| |
Richmond, VA
| 1
| |
Richmond, VA
| 3
|
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