The advisor built for business owners — one coordinated plan across retirement, wealth, tax, succession, and insurance.
Most financial advisors are generalists who happen to have a few business-owner clients. Toro Financial Advisors is the reverse: a firm built from the ground up for owners — and that focus shapes everything we do.
David Petry founded the firm in 2025 after 15 years in financial services, on a simple conviction: an owner's company, retirement, taxes, and eventual exit are one connected picture, and they deserve one connected plan — not four disconnected conversations with advisors who never talk to each other.
We serve owners at every stage, from those just getting a company off the ground to those preparing to sell the one they've spent a career building.
A business owner's needs rarely fit in one box. That's why we coordinate across the disciplines most firms send you elsewhere for — investments and retirement plans, tax and estate strategy, and insurance — so nothing falls through the cracks. You get one point of contact who works with a network of independent professionals on your behalf.
Dave began his academic career at Drexel University before transferring to Southern Methodist University, where he earned a Bachelor of Science in Economics with Financial Applications. After several years in sales, he moved into financial services in 2010 and has been a licensed advisor and insurance professional ever since. He is a licensed fiduciary with a Series 66 registration and a licensed life and health insurance professional.
Outside the office, you'll find him with friends and family, enjoying Florida's beaches, in the woodshop, restoring the occasional car, and cheering on his alma mater, the SMU Mustangs.
Toro Financial Advisors — and the independent professionals we coordinate with on your behalf.
Every client's situation is unique. While Toro Financial Advisors provides investment advisory services, clients often benefit from additional professional guidance in estate planning, banking, lending, and insurance. We have developed relationships with experienced independent professionals whom we believe provide exceptional service.
These professionals are independent businesses and are not employees, investment adviser representatives, or affiliates of Toro Financial Advisors, LLC. Services they provide are offered under separate engagements. Clients are under no obligation to use any of these professionals and are free to select any service provider of their choosing.
A short, complimentary strategy call — no cost, no pressure. If it's a fit, we'll take the next step. If not, you'll still leave with something useful.
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