A complete list of active advisors currently associated with Dyad Financial Group

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

Dyad Financial Group is a small state-registered advisory firm that offers discretionary portfolio management, placing client funds into common stocks, exchange-traded funds, mutual funds and similar investments. The brochure describes its intended clients as primarily individuals and families (with a stated guideline for account size) and notes the firm currently reports no assets under management; it also indicates fees are charged as a percentage of assets, which is a common industry practice. The firm states it uses a mix of fundamental and technical analysis—examining company financial strength, market trends and historical data—and pursues long-term buys, short-term trades, asset allocation and, in certain cases, options. Accounts are managed on a discretionary basis, with annual reviews offered and custodial holdings maintained at third‑party brokers that provide client statements. A distinctive aspect of the firm is its affiliation with insurance activities: supervised persons hold state life, health, property and casualty licenses and the advisory principal operates a separate insurance business offering personal and commercial lines. Compared with typical investment-manager peers, the combination of no reported AUM, limited personnel and the advisor’s ongoing insurance business makes the firm’s model more hybrid than purely institutional.

To learn more about the advisors currently working at Dyad Financial Group, 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.