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DiMatteo Financial Group
We are an independent advisory firm created by former Vanguard Crewmembers. We focus on helping clients establish and meet their financial goals by matching...
Overview
We are an independent advisory firm created by former Vanguard Crewmembers. We focus on helping clients establish and meet their financial goals by matching value investing with a personal relationship and great client service. We specialize in utilizing low cost mutual funds and ETF's.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at DiMatteo Financial Group?
Public sources do not name a specific CIO or managing principal. Investment decisions are presumed to be made by family members or a small internal team. No external investment committee is listed.
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