Working as both a financial planner and a business consultant allows Phil Dyer, founding principal of Dyer Financial Advisory in Towson, Md., to serve his clients’ many needs.

“Probably 75 percent of my clients are either business owners, entrepreneurs, or service professionals like doctors or dentists, that run their own business,” Dyer said. While that concentration of clients “was not due to any kind of grand design,” he said, he has embraced his role as a planner to business owners and is now also a certified business coach, with a separate business that conducts strategic business coaching and team development for clients who use his financial planning services as well as additional clients.

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