A complete list of active advisors currently associated with Dynamic Wealth Advisors

Warmer can help you find a great advisor at Dynamic Wealth Advisors or one who fits your needs even better.

Dynamic Wealth Advisors provides fee-based investment management, financial planning, and retirement plan consulting to individual and high-net-worth clients as well as retirement plans. The firm manages about $140 million for roughly 304 client relationships through a four-advisor team and implements services on a discretionary, percentage-of-AUM basis with individualized investment policy statements. The firm describes its approach as dynamic and risk-focused, combining fundamental and technical analysis and operating model-based strategies organized into Income, TrendFollowingGrowth, and OpportunisticGrowth categories. Portfolio construction emphasizes diversification by asset type, strategy, relative strength and holding timeframe, and the firm deploys tools such as ETF rotation, dividend and income screens, short-term swing trading, and options strategies (including cash‑protected puts and spreads) as part of its risk-management and return-seeking process. A notable feature in the brochure is the firm’s willingness to use derivatives and to establish short positions and other forms of borrowing within managed accounts for hedging, arbitrage, and opportunistic trading—practices that the firm presents as tactical rather than routine. The firm also has affiliated tax and insurance capabilities (advisors who are licensed insurance agents and CPAs and tax/estate services provided through a separate practice), which the brochure indicates are used to inform tax-aware placement and planning decisions.

To learn more about the advisors currently working at Dynamic Wealth Advisors, 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.