A complete list of active advisors currently associated with DVB Private Wealth

Warmer can help you find a great advisor at DVB Private Wealth or one who fits your needs even better.

DVB Private Wealth is an SEC‑registered investment adviser managing about $225.7 million for roughly 240 clients with a four‑advisor team. The firm serves individuals, foundations, trusts, estates, corporations and business owners and provides discretionary portfolio management, comprehensive financial planning, retirement plan advisory, and consulting services. The firm describes a top‑down, macro‑environmental investment approach that emphasizes tactical asset allocation, sector rotation and a relative growth/value framework, implemented across mutual funds, ETFs, individual equities, fixed income, alternatives and structured products. Accounts are typically managed on a discretionary basis with ongoing portfolio review and rebalancing, and DVB may implement strategies through the LPL Strategic Wealth Management platform and ERISA 3(21) plan arrangements. The brochure discloses several features that are less common among peers: DVB is newly registered with the SEC (June 2026) and details an unaffiliated promoter arrangement for client referrals, as well as affiliated entities that provide special‑needs coordination (DVB Cares LLC) and insurance services (DVB Risk Management LLC), each of which creates referral and compensation relationships the firm discloses and discusses. The firm also notes arrangements for managing legacy broker‑dealer insurance products through DPL Financial Partners and states that proxy voting is left to clients rather than being handled by the adviser.

To learn more about the advisors currently working at DVB Private Wealth, 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
Michael Benkovic	Harrisburg, PA	21
Chase Shields	Harrisburg, PA	0
Craig Velencia	Harrisburg, PA	0
Jason Velencia	Harrisburg, PA	8

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