A complete list of active advisors currently associated with Dyer Private Wealth Management

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

Dyer Private Wealth Management provides portfolio management, financial planning (offered on both fixed‑fee and hourly bases), and hourly financial wellness coaching to individuals, high‑net‑worth clients, and business owners. Services include preparing an Investment Policy Statement, offering discretionary portfolio management, and coordinating with third‑party managers when appropriate. The firm’s investment process combines modern portfolio theory and cyclical analysis and primarily implements strategies using exchange‑traded funds along with equities, mutual funds, fixed‑income securities, inflation‑protected bonds, and fee‑only insurance products. It uses both long‑term and short‑term trading approaches, documents risk tolerance and objectives in client IPSs, and conducts ongoing monitoring while evaluating third‑party managers for client suitability. Distinctive features include a recent 2025 formation, a formal financial wellness coaching program that integrates behavioral finance, and the addition of hourly planning services in its disclosures. The firm’s principal is a CFP® professional with a non‑traditional academic background and discloses an outside business activity in landscape management, and the firm notes an uncommon household aggregation practice that may extend fee calculations to include extended family members in certain cases.

To learn more about the advisors currently working at Dyer Private Wealth Management, 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.