Planning ahead is the key to success—because strategic decisions today pave the way for first-class experiences tomorrow.

Plan Smart Today, Live Exceptionally Tomorrow.

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Your Money, Your Canvas—Design the Life You Envision.

Transform Your Wealth into a Masterpiece—Crafted with Vision and Purpose.

At Dorman Financial Management, we believe true wealth means freedom—freedom to explore, give back, and live on your terms. From guiding clients toward financial independence to actively serving our community, we’re dedicated to making a difference.

Navigate Your Financial Journey—With Freedom, Purpose, and Impact

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Plan your finances like you plan your travels—strategically and with excitement.

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Dorman Financial Management

We are dedicated to providing a relationship with our clients that is centered around their hopes and aspirations. Paramount to that relationship is personally knowing each of our clients and striving to exceed their expectations.

Investment Management

We provide comprehensive investment management services, strategically managing portfolios of stocks, bonds, and other assets to help our clients achieve their financial goals with disciplined risk management and expert guidance.

Tax Planning

We offer personalized tax planning services to help our clients minimize tax liabilities, maximize savings, and develop strategies that align with their financial goals while ensuring compliance with current tax laws.

Estate Planning

We provide expert estate planning guidance to help protect your assets and ensure a seamless transfer of wealth to future generations according to your wishes.

Retirement Planning

We develop personalized retirement strategies to help you achieve financial independence and enjoy a secure, comfortable future.

College Fund Planning

We create personalized savings strategies to help you fund your child's education while maintaining a balanced approach to your overall financial goals.