DREHER FINANCIAL PARTNERS

Overview

Dreher Financial Partners is an independent registered investment adviser focused on fee-based, discretionary portfolio management and financial planning for individuals, families and small businesses. The firm runs a concentrated discretionary practice: the ADV shows $148.2M in total assets under management, all of which are discretionary. Investment activity leans toward exchange-traded equities and separately managed account structures, with the firm charging a percentage-of-AUM fee. Their client mix includes individual and family relationships alongside some institutional work. Advisory services center on financial planning and portfolio management for individuals and small businesses rather than pension consulting or multi-state institutional mandates. The adviser does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices