DWYER FINANCIAL, LLC

Overview

Dwyer Financial, LLC is an independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm focuses on serving individual and family clients with discretionary portfolio management and financial planning, and it also provides selection-of-other-advisers services. Its client work includes portfolio management for individuals and small businesses and lists pension consulting among its advisory activities. The firm acts as a capital allocator: while its core public-asset exposure is built around mutual funds, it supplements those positions with allocations to third-party alternative managers across private markets. Fee arrangements include percentage-of-AUM fees alongside hourly and fixed-fee options, allowing the adviser to serve a range of client needs and engagement levels. The firm is not characterized as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices