A complete list of active advisors currently associated with Dylan Lund Financial, LLC
Warmer can help you find a great advisor at Dylan Lund Financial, LLC or one who fits your needs even better.
The firm offers fee-only wealth management and comprehensive financial planning to individual clients, including high‑net‑worth individuals, using discretionary portfolio management and ongoing planning engagements. As of December 31, 2025 it reported roughly $259,000 in discretionary assets under management across two client relationships. Its investment approach is grounded in Modern Portfolio Theory and strategic asset allocation, with a preference for passive instruments (index mutual funds and ETFs) while accommodating customized portfolios that may include individual securities and socially responsible (ESG) options. Accounts are typically managed on a discretionary basis and the firm includes ongoing financial planning and periodic monitoring as part of its wealth management services. Distinctive aspects noted in the brochure include that the firm is newly established and its advisor holds the CFP® designation, while also devoting over 10% of their time to an unrelated business venture. The firm trades client accounts on an individual basis rather than aggregating block trades, recommends Charles Schwab for custody and may make use of Schwab’s institutional support services — arrangements the brochure says are reviewed to address potential conflicts of interest.
To learn more about the advisors currently working at Dylan Lund Financial, LLC, 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 |
|---|---|---|
Delavan, WI
| 3
|
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