A complete list of active advisors currently associated with Dyer Financial Advisory

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

Dyer Financial Advisory is an independent, fee-only registered investment adviser run by a single advisor that serves a small roster of individual clients, trusts, estates, charities and businesses, including entrepreneurs and self‑employed professionals (e.g., doctors, dentists, attorneys). The firm provides financial planning, investment consultation and investment supervisory services and may deliver those services on either a standalone or ongoing basis. The firm operates under a fiduciary standard and emphasizes long-term, asset-allocation decisions grounded in Modern Portfolio Theory, favoring buy‑and‑hold approaches and low‑cost index funds while occasionally using active elements such as covered calls. Clients work with the firm to develop investment policy statements and may engage for one‑time planning, interactive “real time” planning sessions, or ongoing discretionary management. Compared with peers, Dyer Financial Advisory regularly offers educational workshops (generally pro bono or sponsor‑funded) and a focused two‑hour interactive planning package for single‑issue situations, services that are less common among independent firms. The principal’s additional certifications in life planning, coaching and Kolbe assessment work, together with an external consulting role at BoldHaus that consumes a material portion of his time, and the firm’s small client base (about 13 clients with roughly $24.3 million in assets under management) shape an advisory model that integrates coaching and business planning with investment advice.

To learn more about the advisors currently working at Dyer Financial Advisory, 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.