DEERINGER WEALTH MANAGEMENT, LLC

Overview

Deeringer Wealth Management, LLC is a small independent RIA that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and select institutional clients. The firm combines traditional wealth management services—comprehensive financial planning, portfolio oversight and pension consulting—with an expressed interest in ESG investing. Rather than running proprietary funds, the firm relies primarily on third-party managers and pooled public funds, and it supplements client portfolios with insurance products where appropriate. Investment activity centers on broadly diversified public funds and mutual funds as the core vehicle for delivering asset allocation and manager exposure. Where alternatives are used, Deeringer Wealth Management delegates to external real estate managers rather than operating as a capital allocator itself. The firm charges fees based on a percentage of assets under management and also offers hourly and fixed-fee arrangements, which supports working with smaller engagements or project-based planning alongside ongoing advisory relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices