What We Do

We provide services to successful advisors who seek support from an experienced BackOffice team to free up their time. Here’s what we’re all about.

Advisors With Purpose

Be part of a community of advisors who help clients with the real needs of managing their wealth.

Evidence-Based Investing

We have developed and refined a consistent, strategic investment philosophy supported by a significant body of academic research.

Technology

We've been building technology in anticipation of this new era of advisory-client relationships because we understand these tools are must-haves.

Decades of Experience

Most of our advisors have decades of experience working with clients in the areas of retirement planning, estate planning and tax planning.

Sound Financial Strategies

We believe that a key to financial success is tailoring a widely diversified portfolio of investments to a client's unique risk tolerance level and financial goals.

Model of Transparency

All advisors affiliated with us use a fee-based model with an annual fee charged for portfolio management services as a percentage of assets under management.

Who We Are

Conversations With Norm Mindeland David Booth

Norm Mindel tells the story of his first encounter with Dimensional in this one-on-one interview with David Booth, Dimensional’s Founder and Executive Chairman.

Transcending the RoboOffering

Marcus Heinrich considers how an advisor adds value to the relationship.

Wealth Advisor Alliance - Master Logo 2-Color

Contact us today and a partner will personally reach out to you.