A complete list of active advisors currently associated with Dreher Financial Partners

Warmer can help you find a great advisor at Dreher Financial Partners or one who fits your needs even better.

Dreher Financial Partners advises retirees and individuals planning for retirement, offering discretionary investment management and financial planning services tailored to clients’ income and spending needs. The firm works with individual and joint accounts, trusts and retirement accounts, and provides written investment strategies and ongoing portfolio oversight on a fee-only basis. The firm’s investment process centers on fundamental security analysis supplemented by diversification and macroeconomic assessment, translating a client’s financial profile into a risk profile and asset-allocation plan. Portfolios are implemented mainly with individual stocks, bonds and no-load mutual funds, supported by the firm’s proprietary research and quarterly client reports, with formal account reviews at least annually. Compared with many peers, the firm combines its individual-retirement focus with advisory services for participant-directed employer retirement plans and nonprofit endowments, and it routinely conducts detailed cash-flow analyses for retirement decisions (including participation in client family meetings) at no additional charge. It also emphasizes direct security selection (including individual bonds and high-dividend equities) and shares firm research with clients, while declining to vote client proxies so clients receive and retain proxy materials directly.

To learn more about the advisors currently working at Dreher Financial Partners, 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.