A complete list of active advisors currently associated with DPM Wealth Management, Inc.

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

DPM Wealth Management provides discretionary portfolio management, asset allocation, and ongoing monitoring for individuals and a small set of institutional clients, including pension plans, trusts, and corporations. The firm manages a very small number of client relationships and approximately $1.7 million in assets under management. Investment advice uses both fundamental and technical analysis and can include short-term purchases as part of an active trading approach; accounts are generally managed on a discretionary basis following an initial investor questionnaire. Portfolios are monitored and rebalanced at the model level, with tax efficiency noted as a consideration but not the primary focus of investment decisions. The firm’s principal is a Certified Public Accountant who also performs tax, consulting, and chief financial officer services, and the advisory practice is affiliated with that accounting activity—an arrangement that is uncommon among independent advisers. That combination of in-house accounting expertise, an active trading orientation, and a notably small client base differentiates the firm’s operating model from many peers.

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