A complete list of active advisors currently associated with DS Financial Strategies, LLC

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

DS Financial Strategies, LLC serves individuals, high‑net‑worth clients, corporations, charities, and qualified retirement plans with comprehensive financial planning, estate planning, targeted financial consulting, and retirement plan (pension) consulting. The firm does not directly manage client assets; it delivers written financial plans and recommends third‑party investment advisers to implement and manage portfolios. For investment implementation the firm uses a third‑party referral platform to match client objectives with outside advisers who handle portfolio construction, trading, custody, and discretionary authority, while the firm monitors accounts and conducts periodic (semi‑annual) reviews. Financial planning and consulting engagements are delivered using software‑supported analyses and typically conclude upon delivery of a written plan unless an ongoing relationship via the third‑party platform is established. Distinctive for an independent firm of this size, the firm is affiliated with a licensed insurance agency and its personnel are licensed to sell insurance products and may receive commissions for those sales, a conflict the firm discloses and addresses in its policies. The firm’s combination of pension plan consulting, reliance on third‑party managers rather than providing direct portfolio management for individuals, and additional non‑investment activities (such as speaking engagements and podcasts) are noteworthy operational features.

To learn more about the advisors currently working at DS Financial Strategies, 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.

Name	Location	Years of experience
Dawn Santoriello	King of Prussia, PA	18

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