Derrick Petry, CFA®
Partner, Director of Investment Strategy
Derrick Petry brings 26 years of investment experience and a disciplined, research-driven approach to portfolio strategies at Moto Wealth Partners. As Partner and Director of Investment Strategy, he designs customized investment strategies for clients navigating complex market environments, retirement transitions, and wealth accumulation goals.
Derrick holds a Bachelor of Science in Business from Wright State University and earned the CFA® (Chartered Financial Analyst) designation, one of the most rigorous credentials in investment management. His expertise spans portfolio construction, market analysis, and long-term strategic asset allocation—skills honed across nearly three decades of managing client wealth through multiple market cycles.
"I have a passion for helping people," Derrick explains. "I greatly enjoy learning about financial markets and sharing my knowledge with others." This dual commitment—to both technical mastery and human connection—defines his approach.
Derrick's favorite aspect of his work reflects this balance: "I love connecting with clients to review their progress and celebrate their milestones." For him, portfolio strategies aren't just about returns—it's about their lives we are seeking to support and the futures we are pursuing.
Derrick works primarily with four client groups:
The Modern Wealth Creator — Individuals and families laying the foundation for long-term financial independence.
The Navigator — Those moving through pivotal life transitions: retirement, inheritance, business sales, divorce, or career changes.
The Steward — Clients guiding significant wealth with purpose, vision, and lasting impact across generations.
The Allocator -- Institutional portfolios, and investment governance for offices, foundations, endowments, and retirement plans.
When it comes to investment strategy, Derrick cuts through the noise with clarity: "When looking at stocks, it's all about the earnings." This fundamental, research-driven approach grounds his portfolio decisions in economic reality rather than market sentiment or speculation.
His methodology centers on understanding what truly drives each client—not just their return objectives, but their risk tolerance, time horizon, values, and life goals. "I take time to understand what drives each client, design a portfolio strategy tailored to their specific goals, and guide them through all market environments with consistent, proactive communication," he explains.
This disciplined, client-centered approach means portfolios aren't built from templates. They're managed and customized to each client's personalized circumstances and actively managed through changing market conditions.
Derrick's decision to join Moto Wealth Partners as an independent practice through LPL Financial stemmed from his commitment to consistent, high-quality client experiences. "I wanted to create a consistent, high-quality client experience driven by a dedicated team and a stable delivery model," he notes. "Independence allows me to ensure every client receives the same thoughtful, long-term service without disruption."
What excites him most about independence? "The freedom to design truly customized investment services portfolios—for every client and adaptable to all market environments. It's an opportunity to align every decision with the client's best interests." This alignment of interests—where portfolio strategy decisions are driven solely by client needs rather than proprietary products or corporate mandates—embodies the fiduciary standard that defines Moto Wealth Partners.
A lifelong Ohio resident, Derrick grew up in Dayton and currently lives in Beavercreek with his wife, Ruth. They have two adult children, Stephanie and Joshua, and recently welcomed their granddaughter, Theodora.
His interests reflect intellectual curiosity and cultural exploration. He enjoys hiking, traveling, discovering independent and foreign films, and trying new and exotic cuisines. These pursuits mirror his professional approach: looking beyond the obvious, seeking deeper understanding, and appreciating diverse perspectives.
He and Ruth support local arts organizations, animal welfare causes, disaster ministries, and programs working to end hunger and poverty—reflecting their commitment to community impact beyond wealth management.
Derrick Petry is solely an Investment Advisor Representative of LPL Financial, and not a registered representative of LPL Financial.