A complete list of active advisors currently associated with Dollinger Management Inc.

Warmer can help you find a great advisor at Dollinger Management Inc. or one who fits your needs even better.

Dollinger Management manages about $47.7 million on a discretionary basis for roughly 48 individual and married‑couple clients, offering ongoing portfolio management, financial planning and related investment advisory services. The firm operates as a fee‑only fiduciary and generally charges percentage‑of‑assets fees with client accounts custodied at Charles Schwab. The firm uses two primary investment approaches: a broadly diversified index mutual fund/ETF strategy with periodic rebalancing, and a separate buy‑and‑hold equity strategy that seeks stocks trading at perceived bargain prices for long‑term holding. Portfolios are developed collaboratively with clients, tailored to risk, tax, and cash‑flow needs, and the advisor team typically exercises discretionary trading authority to implement agreed models. Distinctive aspects include an ongoing affiliation with a related tax and accounting practice — employees of that practice provide clerical support and many investment clients have historically also received tax services — a relationship that is uncommon among peers. The firm also issues a monthly client newsletter and provides quarterly written performance reports that are prepared and annotated by the principals, and it operates as a small, family‑owned advisory team with a planned, incremental ownership transition.

To learn more about the advisors currently working at Dollinger Management Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.