Our Services

Personalized Financial Planning

Dyer & Co. offers two different types of financial guidance. Contact me to learn more and find out which is best for you.

Comprehensive Wealth Management

I offer complete financial concierge services for individuals with more than $1,000,000 to invest. An asset-based fee pays Dyer & Co. to serve as your family’s Chief Financial Officer. I sit at the table to discuss your financial decisions— both big and small. I meet with you and your other advisers. I help identify blind spots and find solutions to achieve the vision for your wealth.

Financial Planning

I also offer clients financial problem-solving on an hourly basis. Our process helps you answer the question, “How am I doing?” I meet and listen to your concerns. After analyzing the data, I present ideas and solutions. I will discuss the engagement, answer any questions you may have, and decide if it makes sense to work together. The complexity of the questions determines the price of your plan.

Determine Your Risk Tolerance

Building a successful investment portfolio starts with understanding your relationship with risk. Our comprehensive assessment evaluates your financial capacity, timeline, and comfort with market volatility to identify your optimal risk tolerance. Through this analysis, we create a personalized investment strategy that balances growth potential with stability, designed specifically for your goals, and life stage.