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Sincerus Advisory
Sincerus Advisory opened in 2019 in New York, founded by Dann Ryan and David Flores Wilson, both CFP® holders with Wilson also carrying the CFA charter.
Sincerus Advisory
Sincerus Advisory opened in 2019 in New York, founded by Dann Ryan and David Flores Wilson, both CFP® holders with Wilson also carrying the CFA charter. The pair formed the firm after observing that high-net-worth individuals consistently wanted honest advice, coordinated affairs, and a sense of control — regardless of their balance-sheet size. The firm operates as a fee-only fiduciary, billing for planning and advice rather than commissions. Sincerus builds portfolios across public equities, fixed income, and cash equivalents, constructed around a client's liquidity needs, tax situation, and risk tolerance. The shop uses technology to aggregate a household's entire financial picture — employee benefits, debt, insurance, philanthropic goals — and overlays an investment strategy that reflects the client's worldview. Implementation favors low-cost, diversified vehicles, though the firm does not disclose a single flagship fund or commingled vehicle. Client rosters include individuals, high-net-worth families, corporations, and charitable organizations. A four-person team — Ryan, Wilson, Valerie Williams (CFP®), and Devon Pcolar — runs the firm from a single office in New York. Beyond portfolio construction, the group coordinates estate-planning reviews, retirement-income modeling, and cash-management workflows. No separate philanthropic foundation or real-asset arm has been announced, and Sincerus has not disclosed an aggregate deployment figure. The firm highlights its technology stack as the connective tissue that lets clients see their full financial world in one secure dashboard. Sincerus occupies a narrow structural lane: a compact, fee-only RIA that competes not on AUM scale but on the breadth of planning integrated with portfolio management. The co-founders' dual CFP/CFA credentials combine comprehensive planning rigor with investment discipline, a pairing that remains uncommon in a four-person shop. Succession and governance details are not public.
General information
Firm type
Multi Family Office
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Dann Ryan
Co-Founder, CFP®
David Flores Wilson
Co-Founder, CFP®, CFA
Valerie Williams
CFP®
Devon Pcolar
Team Member
Sector focus
Frequently asked questions
Who makes investment decisions at Sincerus Advisory?
Day-to-day investment and planning decisions sit with co-founders Dann Ryan and David Flores Wilson. Wilson holds the CFA charter in addition to his CFP®, signaling an investment-analyst foundation underneath the financial-planning wrapper. The team-based approach also involves Valerie Williams and Devon Pcolar in client implementation, although the firm has not published a formal investment committee structure.
Is Sincerus Advisory structured as a single-family office or a multi-client wealth manager?
Sincerus is a fee-only registered investment advisor serving multiple clients — individuals, high-net-worth families, corporations, and charities. Despite some shared multi-family-office characteristics (coordinating taxes, estates, and cash flow alongside investments), the firm labels itself a wealth manager and does not operate a dedicated family-office service line.
How does the firm’s fee-only fiduciary model affect client portfolios?
As a fee-only fiduciary, Sincerus does not accept commissions or kickbacks from product providers. The firm constructs portfolios using low-cost, diversified third-party funds, prioritizing expense reduction and alignment with each client's tax bracket and liquidity timeline. This stance removes compensation conflicts that might otherwise tilt a portfolio toward higher-commission products.
What investment stages or asset classes does Sincerus Advisory typically target?
Sincerus concentrates on liquid, publicly traded securities — principally equities, fixed income, and cash equivalents. The firm does not market direct private-company investments, venture commitments, or real-asset funds. Its framework layers asset allocation on top of a client's complete balance sheet, factoring in restricted stock, real estate already owned, and deferred-compensation plans.
What technology does the firm use to coordinate client finances?
Sincerus describes a purpose-built technology stack that consolidates banking, investments, debt, and insurance data into a single client-facing dashboard. The firm has not named the specific vendors or whether the stack is an off-the-shelf aggregation platform or a proprietary build. The goal is to reduce administrative friction and give clients a real-time view of their net worth.
Does Sincerus Advisory manage philanthropic structures?
The firm lists philanthropic goals as one component of its holistic planning service, often coordinating with a client’s existing donor-advised funds or private foundations. Sincerus does not maintain a standalone philanthropic entity or grant-making program of its own.
How does Sincerus source clients?
Sincerus did not disclose a dedicated business-development channel. Its website emphasizes referrals built on trust and the founders' prior high-net-worth relationships from their careers in wealth management, implying that warm introductions and professional networks drive new engagements rather than paid acquisition.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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