Dvorchak & Associates

Overview

Dvorchak & Associates is a small, independent registered investment adviser that focuses on delivering fee-based financial planning and discretionary portfolio management to individuals and families, with a stated emphasis on small-business owners. The firm also operates as an insurance broker and offers selection of other advisers, indicating it combines investment management with insurance solutions and outsourced manager selection when appropriate. Its business model is percentage-of-AUM fee billing and it is owned by an individual operator rather than a larger wirehouse or bank. Reported activity shows the firm structures client exposure primarily through pooled public funds rather than direct-stock strategies. It does not position itself as an ESG investor, multi-state adviser, pension consultant, or family office; instead, the practice appears geared toward traditional retail wealth-management relationships with a manager-selection component for clients who need third-party solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices