About Overture
Founder | CFA® | CFP®
Meet Sean Dwyer
Driven by a mission to maximize client financial outcomes, Sean Dwyer established Overture Wealth Management to provide comprehensive wealth management services rooted in transparency, independence, and a client-first ethos. Sean is both a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Analyst® charterholder.
20+
Years Of Experience
About Sean
Sean began his career in 2003 at UBS Financial Services in Pittsburgh. Soon after, he joined Vanguard in Malvern, PA, where he spent the next 14 years building his personal financial planning acumen. During his tenure, he held various roles focused on investor education, retirement advice, and personal portfolio management.
At Vanguard, Sean adopted a foundational principle inspired by the firm’s founder, Jack Bogle. To paraphrase Mr. Bogle, “Investors only keep their net returns–net of fund fees, advisor fees, transaction costs, and taxes.” This philosophy shaped Sean’s approach to portfolio management, which he has incorporated into Overture’s portfolio management strategy.
In the six years leading up to founding Overture, Sean served as a Wealth Manager for a nationally recognized RIA in the Philadelphia area. Here, he worked closely with high-net- worth and ultra-high-net-worth families, offering strategic portfolio management, financial planning, and comprehensive wealth management solutions.
Sean graduated magna cum laude from the University of Pittsburgh with a B.S.B.A. in finance. He is both a CFP® professional and a CFA® charterholder.
Sean resides near Philadelphia with his wife and two daughters. When not assisting clients, Sean enjoys spending time with his family and friends, skiing, and biking on the Schuylkill River Trail.
