A complete list of active advisors currently associated with Dynic Wealth Management LLC

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

Dynic Wealth Management manages roughly $47.5 million on behalf of individuals, high-net-worth individuals, trusts, and estates, offering discretionary investment management, comprehensive financial planning, and 3(21) retirement plan advisory services. Engagements may be discretionary or non-discretionary and typically include ongoing portfolio supervision together with financial planning and consulting delivered as part of the advisory relationship. The firm constructs customized portfolios from individual stocks, ETFs and bonds and may also use mutual funds, alternative investments, options, and short sales; it applies both fundamental and technical analysis and is generally long-term oriented while permitting shorter-term trades for rebalancing or tactical reasons. Notably, DWM may employ derivatives (including options) in separately managed accounts — an approach used by only about 9% of similar supported firms — which introduces additional strategy flexibility and attendant risks that are disclosed in its brochure. DWM operates with a three-advisor team serving about 15 clients, producing a high advisor-to-client ratio that corresponds with a concentrated, hands-on servicing model and reliance on firm-level compliance procedures. The advisory team includes CFP-qualified professionals with prior experience at large broker-dealers, and some advisors hold insurance licenses and may earn commission income for insurance product implementations; the firm also maintains an institutional custody relationship that provides technology and operational support, creating potential service and conflict-of-interest considerations for prospective clients.

To learn more about the advisors currently working at Dynic Wealth Management 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.