A complete list of active advisors currently associated with DiNuzzo Private Wealth, Inc.

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

DiNuzzo Private Wealth serves individual and high-net-worth clients, business owners, retirement plans, trusts, estates and charitable organizations through a range of advisory platforms. The firm offers discretionary investment management, wealth and family office planning, retirement plan consulting, and an automated “DiNuzzo Emerging Wealth” service delivered via an online interface. The firm’s investment approach emphasizes globally diversified index-based portfolios and Modern Portfolio Theory, with allocations primarily to mutual funds and ETFs and ongoing monitoring and rebalancing on a discretionary basis. DPW commonly uses institutional mutual funds (including Dimensional Fund Advisors funds), may recommend unaffiliated third‑party managers, and supplements client service with technology providers such as FinLife Partners, Envestnet MoneyGuide/Yodlee and Betterment; it also has an AI policy governing limited use of AI tools. Compared with many team firms, DPW manages over $1.17 billion with a multi-advisor team and maintains multiple offices, while offering both high-touch family office services (e.g., estate, captive insurance, cross‑border and concierge medicine planning) and a streamlined automated offering for emerging investors. The firm discloses institutional relationships, use of third‑party platforms and public information sources (including its website and the SEC adviser page) and combines access to institutional-only fund vehicles with retirement-plan and family-office capabilities that are less common among peers.

To learn more about the advisors currently working at DiNuzzo Private Wealth, Inc., 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.