A complete list of active advisors currently associated with Richard P. Doleva & Associates

Warmer can help you find a great advisor at Richard P. Doleva & Associates or one who fits your needs even better.

The firm provides investment advisory and financial planning services primarily to individual investors and also works with trusts, non‑profit endowments and small business owners. Advisory services are delivered mainly through a mutual‑fund asset‑allocation program administered by SEI, and the firm also offers standalone financial planning on an hourly basis and guidance for externally custodied retirement plan assets. The firm’s investment approach emphasizes strategic asset allocation rather than market timing or individual security selection, delegating manager selection, monitoring and automated rebalancing to SEI’s manager‑of‑managers platform. Advice is oriented to long‑term mutual fund holdings (the firm generally favors investment horizons of five years or more), with accounts reviewed monthly as statements are received and an annual consultation provided. Distinctive features include an unusually high client load per advisor (264 clients for the single‑advisor practice) and an affiliation with an in‑house accounting practice and a broker‑dealer, so tax/accounting services and commission‑based brokerage options are available alongside advisory work. Custody, execution and fee collection are routed through SEI Trust and the affiliated broker‑dealer (with Pershing as the clearing arrangement), which constrains custodial and brokerage choice and means advisory and commission arrangements are processed through those intermediaries rather than managed solely in‑house.

To learn more about the advisors currently working at Richard P. Doleva & Associates, 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.