Ranked "TOP ADVISOR 2024" by Forbes, Newsweek, USA Today, and Rated 5 Stars on Google Reviews. For 20+ years, we have provided expert Financial Planning, Portfolio Management, Tax, and Estate Planning services. Dash is a fee-only Independent Fiduciary Investment firm. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.
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General Information |
| Firm Start Year: | 2004 | |
| No. of Employees: | 5-9 | |
| automated call: | Yes |
| States Licensed in: | All 52 States |
| Number of Years with Current Firm: | 21 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations, High-net-worth families |
| Advisory Services Provided: | Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Risk Management |
Services |
| Investment Types: | Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments |
| Can meet clients in the following ways: | Your Office, Email, Video Conference, Your Home, Our Office, Phone |
Firm Information |
| Firm's Number of Clients: | 470 |
| Firm's Number of Planning Clients: | 470 |
| Firm's Number of Managed Clients: | 470 |
| Assets Managed by Firm: | $650,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
Education |
| Finance | University Of Southern California 08/01/1997-06/10/2001 |
| Corporate Restructuring | Harvard Business School 01/01/2006-12/31/2006 |
| Financial Analysis and Valuation | Columbia Business School 01/01/2020-12/31/2020 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Solicitor's Written Disclosure Document: https://dashinvest.box.com/v/WrittenDisclosureStatement Disclosure Brochure (Form ADV, Part 2): https://dashinvest.box.com/v/FormADVBrochure. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Dash at 1-800-549-3227. https://dashinvest.box.com/v/FormCRSPart3 https://dashinvest.box.com/v/DisclosuresRequirementsgips |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Sun. | 8:00 AM - 7:00 PM |
| Mon. | 8:00 AM - 7:00 PM |
| Tue. | 8:00 AM - 7:00 PM |
| Wed. | 8:00 AM - 7:00 PM |
| Thu. | 8:00 AM - 7:00 PM |
| Fri. | 8:00 AM - 7:00 PM |
| Sat. | 8:00 AM - 7:00 PM |
FA top IRA
(01/14/2025)
FA top IRA
Forbes best in state
(01/14/2025)
Forbes best in state
INC 5000
(01/14/2025)
INC 5000
Investor.com
(01/14/2025)
Investor.com
Newsweek
(01/14/2025)
Newsweek
USA today
(01/14/2025)
USA today
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