A complete list of active advisors currently associated with Dtm3 Corporation

Warmer can help you find a great advisor at Dtm3 Corporation or one who fits your needs even better.

DTM3 Corporation provides investment advisory and financial planning services to a mix of individual clients, trustees, charitable organizations, and business entities, and supplements investment advice with non‑securities services such as insurance evaluations, estate and trust consultation, and business consulting. The firm also offers project‑based consulting and occasional educational seminars or workshops aimed at client education and plan implementation. Investment advice is delivered through written financial plans and Investment Policy Statements, with discretionary portfolio management typically implemented using third‑party investment advisors and strategic portfolio managers. The firm employs both fundamental and technical analysis, recommends custodial platforms and model marketplaces (such as Altruist and, for some accounts, Envestnet), and conducts at‑least‑annual reviews to align portfolios with client goals. Noteworthy differences from many peers include that DTM3 is a licensed insurance agency whose principals receive customary insurance commissions when insurance products are recommended, and it expressly serves corporate and business clients with services like insurance and benefits analysis and business succession planning. The firm manages roughly $13.9 million in client assets and emphasizes coordination with outside professionals and administrative support (for example, assistance with tax documentation), which can lead to layered use of third‑party managers and custodial platforms.

To learn more about the advisors currently working at Dtm3 Corporation, 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.