DYER FINANCIAL ADVISORY

Overview

Dyer Financial Advisory is an independent registered investment adviser operating as an LLC and serving individual and family clients. The firm focuses on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility for both ongoing investment management and one‑off planning work. Investment activity centers on equities exposure, with a clear preference for exchange-traded instruments. The firm manages nearly all client assets on a discretionary basis, indicating a hands-on portfolio implementation approach. Dyer Financial Advisory does not position itself as an ESG specialist, is not a multi-state adviser, and does not act as a capital allocator to outside managers in a broad institutional sense.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices