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.