A complete list of active advisors currently associated with Duell Financial Strategies

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

Duell Financial Strategies serves individual clients by providing financial advice and, principally, referrals to third‑party money managers rather than directly managing client portfolios. The firm also conducts occasional educational seminars and workshops on topics such as retirement, estate, college and charitable planning, and its principals operate as independent insurance agents who may sell insurance products for separate commissions. The firm’s investment approach is grounded in fundamental analysis with a long‑term orientation, and DFS assists clients in documenting goals, risk tolerance and investment objectives before recommending sub‑advisers. Once a sub‑adviser is selected, that manager is responsible for day‑to‑day portfolio decisions while Duell Financial monitors performance, reviews accounts periodically, and acts as the communication conduit between clients and the sub‑adviser. Compared with many team advisory firms, Duell Financial Strategies does not directly manage or custody client assets but instead maintains a selective network of third‑party managers with whom it has solicitor arrangements, which results in fee‑sharing and a disclosed conflict of interest. The combination of regular educational programming, the owners’ insurance agency activities, and a referral‑focused business model distinguishes the firm’s service mix from peers that typically provide direct portfolio management for individual clients.

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