Unclaimed
Michael Joseph Dinan is an investment advisor representative with Savant Wealth Management in Wyomissing, Pennsylvania. Michael has been in the industry since December 2011 and is a Certified Financial Planner. Michael specializes in working with high-net-worth individuals, families, and corporations, helping them develop financial plans and achieve their long-term financial goals. Prior to joining Savant Wealth Management, Michael worked for ParenteBeard Wealth Management LLC and Domani Wealth, LLC. Michael holds a Series 65 license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
05/12/2023 - Present
Savant Wealth Management (Wyomissing PA)
IA
Issued 01/21/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Michael Dinan is the right advisor for you? Invested Better is here to help.