DI BELLO FINANCIAL

Overview

DI Bello Financial is an independent registered investment adviser that combines accounting practice roots with fee-based wealth management and financial planning. The firm manages a concentrated book of client relationships, focusing on individuals, families and small institutional clients. Investment activity tilts toward equities as the primary allocation preference, while also incorporating traditional fixed-income holdings and third-party alternative strategies. Fees are charged through a mix of asset-based percentages, hourly work and fixed-fee engagements, reflecting a hybrid service model that supports both ongoing portfolio management and discrete planning or consulting assignments. The firm is not an ESG-focused investor. DI Bello Financial operates its discretionary mandate model through a single primary custodian and runs portfolio management for individuals and small businesses alongside financial planning. The accounting background embedded in the business suggests an emphasis on tax-aware portfolio construction and cash-flow planning appropriate for closely held business owners and high-net-worth wage earners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices