# DiMatteo Financial Group

DiMatteo Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://dimatteofinancial.com
- **LinkedIn:** https://www.linkedin.com/company/dimatteo-financial-group

## Regulatory record

- **CRD number:** 155988
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/155988

## About

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.

## 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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Last updated: 2026-07-06T01:24:15.387Z

Canonical page: https://altss.com/profile/dimatteo-financial-group

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