A complete list of active advisors currently associated with DW Financial Inc

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

DW Financial Inc primarily serves individual clients with discretionary portfolio management, general financial planning, and integrated tax planning and return preparation. The firm manages accounts using no-load mutual funds and maintains a stated account minimum for new clients. Portfolios are constructed from a focused roster of no-load mutual funds the firm identifies as “best in class,” with risk bands set using Morningstar analytics and an objective of maximizing returns for an agreed level of market risk. Accounts are reviewed at least monthly and the firm provides quarterly written reports that benchmark performance and risk against a broad-market index. Noteworthy distinctions include an in-house accounting/tax capability through a CPA co-owner, which the firm integrates into its advisory services, and a compact advisory team managing roughly $48 million for about 100 clients. The firm also follows a policy of selecting only mutual funds personally held by the firm’s president and applies CFP Board Standards as its code of ethics.

To learn more about the advisors currently working at DW Financial Inc, 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
Kevin Davidson	Anaheim, CA	24
Dale Woodward	Anaheim, CA	20

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