A complete list of active advisors currently associated with Dream Catcher Financial Services, LLC

Warmer can help you find a great advisor at Dream Catcher Financial Services, LLC or one who fits your needs even better.

Dream Catcher Financial Services advises primarily individual investors who seek diversification through alternative investments and proprietary money‑management models; the firm operates on a fee‑only, percentage‑of‑assets basis and manages a small number of client accounts with financial planning offered on a case‑by‑case basis and alternatives limited to accredited investors. Portfolios are constructed to reflect each client’s stated risk tolerance. The firm’s investment program relies on proprietary models and a suite of strategies — the brochure notes 17 defined strategies with 14 currently in use — and employs mutual funds, leveraged mutual funds, and alternative investments, typically managed on a discretionary basis within an agreed strategy. It uses third‑party due diligence for alternative sponsors and provides combined quarterly written reports to clients in addition to custodian statements. A disclosed disciplinary matter with a Colorado regulator in 2017 led to a change in how the firm bills for alternative investments (switching a prior one‑time charge to an annual wrap fee), a disclosure that is uncommon among independent peers. The combination of a small advisory practice, an emphasis on alternative and leveraged strategies, and formalized due‑diligence and reporting practices distinguishes the firm from many similar independent advisors.

To learn more about the advisors currently working at Dream Catcher Financial Services, 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.