Personal Financial Planning and Portfolio Management

Working together with you to address and navigate the various choices affecting your financial success and achieve it your way!

Comprehensive, Collaborative, Customized Advising

Deep, Specific Analysis of Current Position
Individualized Solutions and Investment Strategy
Personalized Financial Education Curriculum
Independent Consulting with No 3rd Party Ties

No Obligation Consultation

Initial Meeting Comes at No Charge.

A Client-Centric Approach

Rooted in Education to Answer All Questions


An Informed Perspective

  • Am I on the right financial track?
  • How do I monitor progress and adjust goals on my own?
  • Can my retirement be more robust?
  • What is an appropriate asset mix in today's market?
  • How does my progress compare to others?
  • How do I protect myself against excessive losses?
  • What hedges are appropriate for my portfolio?
  • Am I taking a tax-sensitive approach in my portfolio?
  • How much and who am I paying?
  • With which portion should I take more risk to seek potential gain?

Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure

For additional information click here.

Ready To Improve Your Financial Standing?

Make your appointment today.



The material in the website has been distributed for informational purposes only.   The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed.  Past performance is not a guarantee or a reliable indicator of future results.  Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed.   No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

Ross Emmer is an Investment Advisor Representatives with Dynamic Wealth Advisors dba Full Picture Financial, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at by searching under crd #151367.  

Dynamic Wealth Advisors dba Full Picture Financial, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors dba Full Picture Financial, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.