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Financial Dimensions, Inc.

Headquartered in LUTHERVILLE, MD

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Firm Information

Financial Dimensions, Inc. is an investment advisor headquartered in [REDACTED]. They offer financial planning and portfolio management services to individuals, including high-net-worth individuals. They manage approximately $62.77 million in assets for 236 clients.

Financial Dimensions, Inc.

$62.77M

Assets Under Management

100

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FINANCIAL DIMENSIONS, INC. has a total of 1 branch locations across the country.
location

LUTHERVILLE, MD

Advisors at Financial Dimensions, Inc.

View All 2 Advisors
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Amber Linnae O'Neill

RA

LUTHERVILLE, MD

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David Jay Sitzer

RA

LUTHERVILLE, MD

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David Gonzalez

CFP®, RA

HUNT VALLEY, MD

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Disclosures

There are no public disclosures for Financial Dimensions, Inc..

Frequently Asked Questions (5)

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