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Benjamin D

CFP®, PFS™

Frederick, MD

Analog Capital Partners LLC

Benjamin Dorsey is a CFP® and PFS™ with six years of industry experience. He is currently with Analog Capital Partners LLC and also serves as Senior Tax Manager at EagleStone Tax & Accounting Services. Additionally, he is President of Strategic Tax Planning, a CPA firm. Analog Capital Partners provides discretionary portfolio management and financial planning to individual and high-net-worth clients, as well as serving other investment advisers as a subadviser. The firm constructs customized portfolios using a blend of fundamental, quantitative, technical, and modern-portfolio-theory approaches across various asset classes.

Options & derivatives strategies Real estate investing Wealth management College savings (529s, UTMA, etc.) Life insurance needs analysis
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