Drew Dintaman often thinks hierarchically, allowing him to prioritize needs effectively. He focuses on creating innovative solutions to help clients reach their goals. Drew's professional background in environmental science taught him to put people at the heart of every decision. He asks engaging questions and takes the time to actively listen.

Drew graduated from the University of Delaware with a Bachelor of Arts in Biological Sciences. Early in his career, Drew discovered a passion to connect with others through relationships. His move to become a financial advisor was sparked by an old, favorite book: A Random Walk Down Wall Street. Drew utilizes his past experience and continues to focus on transparent communication. WealthSource was a perfect fit, aligning with his personal investment philosophy and client-first, fiduciary mindset.

As a Wealth Advisor serving Orange County and surrounding communities, Drew loves that he is enabled to serve others on their path to financial independence. Likewise, Drew enjoys working with colleagues that have so many complementary disciplines and backgrounds at WealthSource. Ultimately, he views this as a resource to maximize the service he provides to clients.

Schedule A Meeting

Drew Dintaman - Outside the Office

At home, Drew and his wife Erica have two children, a beloved 'Doxador' named Dawkins, and a cat named Chloe. Together, they reside in Orange County and take advantage of the beautiful weather, sunny shores, and delicious food that the area offers.

For fun, Drew enjoys all things outdoors. He and his family can often be found surfing, snowboarding, skiing, fishing, or just lounging on the beach. Staying true to his East Coast roots, Drew loves cheering for all of the Philadelphia area teams.

Let's Talk

We would love to discuss your needs and goals. Click to schedule a meeting with one of our team of experts.

Schedule A Meeting