Financial Planning + Investing

Let us explain the basics of planning and investing in a way that makes sense. Find out how we build financial plans and investment strategies custom-tailored to your goals.

Dimensional On: Independent Objective Advice

Weston Wellington, Vice President at Dimensional, describes how independent objective advice, delivered by a financial advisor can help investors have a better investment experience.

Dimensional On: The Importance of Advice

Dave Butler, Head of Global Financial Advisor Services at Dimensional, talks about why he considers the decision to hire a financial advisor one of his best decisions.

Dimensional On: Controlling What You Can Control

Dave Butler, Head of Global Financial Advisor Services at Dimensional, recounts a personal story of how he came to view markets and investing early in his career.

Dimensional On: Staying in the Market

Dave Butler, Head of Global Financial Advisor Services with Dimensional, explains how financial advisors can help investors stay in the markets, using the market downturn in 2008 as an example.

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Investment Advisory services offered through Magnate Advisory Services, LLC, a Registered Investment Adviser. Securities and Investment Advisory services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Magnate Advisory Services, LLC, Magnate Wealth Management, LLC and Silver Oak Securities, Inc. are separate entities.