About DiMaio Private Wealth
Wealth Management Built Around You
At DiMaio Private Wealth, we believe meaningful financial advice begins with understanding what matters most to you. Your investments are important, but they're only one part of your financial life. Our role is to bring the pieces together — helping you make thoughtful decisions today while planning for the life, family, and legacy you're building toward.
Meet The Founder
Desi J DiMaio CFP® began his career at Bleakley Financial Group as an investment analyst, where he focused on portfolio construction, investment selection, and providing in-depth portfolio analysis to financial advisors. The role gave him a strong foundation in investment management and a firsthand understanding of how thoughtful portfolio design and disciplined investment strategy can support a client's broader financial goals.
As his career progressed, Desi found himself increasingly drawn to the personal side of wealth management—the opportunity to work directly with individuals and families as they navigated important financial decisions. He transitioned into a financial advisor role, where he spent years developing and delivering comprehensive financial plans, guiding clients through changing markets and life circumstances, and building long-term relationships founded on trust.
That experience shaped Desi's belief that exceptional wealth management goes well beyond managing investments. Clients deserve an advisor who understands the full picture of their financial lives, provides thoughtful and proactive guidance, and delivers a level of personal service they can consistently count on.
Over time, that belief became the foundation for the firm he knew he wanted to build.
Why DiMaio Private Wealth?
Independent by design, personal by intention.
As a Certified Financial Planner™ and fee-only fiduciary, Desi founded DiMaio Private Wealth to create an independent firm centered on comprehensive financial planning, enduring client relationships, and the highly personalized service he believes every client deserves.
Independence provides the freedom to keep the focus where it belongs: on the client. As a fee-only fiduciary, our advice is guided by your needs, goals, and circumstances—not proprietary products, commissions, sales incentives, or corporate priorities.
Just as importantly, DiMaio Private Wealth was intentionally designed to remain personal. Clients work directly with the advisor responsible for their financial plan and investment strategy, creating continuity, accountability, and a relationship built to endure through life's many stages.
The result is wealth management that feels less institutional and more personal—without sacrificing the discipline, sophistication, or depth of advice clients should expect.
What We Believe
Planning Before Products
Your financial plan should guide your investments—not the other way around. Every recommendation begins with an understanding of what your money is ultimately intended to accomplish.
Fiduciary,
Always
As an independent, fee-only fiduciary, we are committed to putting our clients' interests first and providing objective advice without commissions or proprietary products.
Relationships Over Transactions
We believe great advice comes from knowing the people behind the financial plan. Our relationships are built around trust, communication, accessibility, and a shared commitment to the future.
Planning Beyond the Portfolio
Investment management is an important part of wealth management, but we believe your financial life deserves a broader perspective.
Every investment decision should support a larger purpose. Retirement, taxes, estate planning, insurance, cash flow, family priorities, and long-term goals are interconnected—and we believe they should be considered that way.
That's why financial planning sits at the center of every client relationship at DiMaio Private Wealth.
Investments are a tool.
The financial plan is the blueprint.
Beyond The Office
Knowing the people behind the plan.
For Desi, being a financial advisor has always been about relationships. Getting to know clients and their families — their goals, concerns, milestones, and what they hope to accomplish — is one of the most rewarding parts of his work.
That same appreciation for relationships and experiences extends beyond the office. Desi lives in Morris County, New Jersey, with his wife. Outside of work, you'll often find him on the tennis court, taking a motorcycle trip, spending time at the Jersey Shore, traveling, or searching for a new restaurant to try.
Whether discussing a retirement strategy or catching up about a client's latest family vacation, Desi believes the strongest advisory relationships are built by knowing the people behind the financial plan.
A Relationship Built Around Your Financial Life
Discover what it's like to work with DiMaio Private Wealth.