A complete list of active advisors currently associated with Dyer Private Wealth Management

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

The firm is a recently formed, solo independent adviser that works with individuals, high‑net‑worth individuals, and business owners, providing ongoing portfolio management and financial planning. In addition to asset‑based advisory services common among peers, it also offers financial wellness coaching and works with clients on implementation of insurance products through an affiliated insurance activity. The adviser documents client goals and risk tolerance in an Investment Policy Statement, seeks discretionary authority for trading, and may engage third‑party managers while retaining oversight and monitoring. Investment methods include cyclical analysis and modern portfolio theory, with portfolios that emphasize ETFs (including precious‑metals and inflation‑protected instruments), and the firm provides planning on either a fixed‑fee or hourly basis alongside behaviorally oriented coaching. Noteworthy differences from many peers include the adviser’s dual role as a licensed insurance agent (an outside business disclosed in the brochure and reported to occupy part of the adviser’s time) and the firm’s low scale and recent formation, reflected in modest assets under management and no account minimum. The firm also discloses operational choices that are atypical for small independents — for example, a stated preference for a specific custodian (Schwab Institutional), the use of TPM platforms without additional client fees, and discretionary household aggregation practices that may extend to extended family.

To learn more about the advisors currently working at Dyer Private Wealth Management, 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.