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Sean Dwyer (CFA, CFP®)

Sean Dwyer focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

I specialize in working with individuals and couples who are nearing or living in retirement, with a focus on high-net-worth clients. My approach emphasizes: - Portfolio Management & Tax Efficiency – Designing and managing investment strategies that seek to maximize after-tax returns. - Retirement Income Planning – Structuring withdrawals and income sources to meet ongoing cash-flow needs while minimizing tax impact. - Estate & Legacy Planning – Balancing current lifestyle goals with strategies to preserve and maximize the residual estate for beneficiaries. By integrating investment management, tax strategies, and income planning, I help clients confidently navigate retirement while aligning their finances with their life priorities.

Additional Information

Professional Experience: - Founder & Wealth Manager – Overture Wealth Management LLC (Jan 2025 – Present) - Senior Wealth Manager – Sage Financial Group (2018 – 2025) - Senior Financial Advisor – Vanguard (2017 – 2018) - Financial Advisor – Vanguard (2016 – 2017) - Retirement Advisor – Vanguard (2009 – 2016) - Retirement Education Specialist – Vanguard (2007 – 2009) - Client Relationship Associate – Vanguard (2004 – 2007) - Registered Representative – UBS Financial Services (2003 – 2004) Education & Credentials: - B.S.B.A. in Finance, magna cum laude – University of Pittsburgh (2003) - Certified Financial Planner™ (CFP®) – Awarded 2009 - Chartered Financial Analyst® (CFA®) – Awarded 2015

NAPFA Start Date

August 07, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

426 West 5th Avenue Conshohocken, PA 19428 Phone: (215) 888-7974
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