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Donald D
CFP®, PFS™
Fort Collins, CO
Narrow Path Financial Inc.
Donald Dority is a CFP® and PFS™ credentialed advisor with 11 years of industry experience. He is the principal of Narrow Path Financial Inc. in Fort Collins, CO, and has held leadership roles at Lake House Enterprises, LLC and Dority & Associates, LLC. In addition to financial advising, he manages public accounting services including bookkeeping, payroll, and tax returns through Dority & Associates, LLC. Narrow Path Financial Inc. is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, foundations, business and corporate entities, and retirement plan sponsors. The firm employs a diversified, buy-and-hold investment approach based on modern portfolio theory and offers comprehensive financial planning and ERISA/retirement-plan consulting, including specialized support for corporate and pension plans.
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