A complete list of active advisors currently associated with Dye Family Office

Warmer can help you find a great advisor at Dye Family Office or one who fits your needs even better.

Dye Family Office is a small, state‑registered independent investment adviser that serves individual clients — the brochure notes many are high‑net‑worth — providing financial planning (including tax, insurance, retirement, and estate planning) and discretionary portfolio management across stocks, bonds, mutual funds, ETFs, leveraged ETFs, REITs, and other securities. The firm offers written financial plans, hourly consultations, and continuous supervision of custodied accounts. The firm relies on fundamental security analysis and tailors services through individual consultations to align investment strategies with each client’s suitability and risk tolerance, with managed accounts reviewed weekly. It may recommend or refer clients to third‑party money managers for alternative investments and coordinates custody and trade execution through a recommended qualified custodian. The brochure discloses an operational detail that is uncommon among similar solo advisers: the firm’s principal is employed full‑time at an accounting firm and devotes limited weekly hours to the advisory practice, which the firm positions as supporting integrated tax planning. The firm also discloses that certain associates are licensed insurance agents and that it sometimes shares fees with outside money managers when making referrals, with these arrangements disclosed to clients.

To learn more about the advisors currently working at Dye Family Office, 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.