A complete list of active advisors currently associated with Dopkins Wealth Management, LLC

Warmer can help you find a great advisor at Dopkins Wealth Management, LLC or one who fits your needs even better.

Dopkins Wealth Management advises individuals (including high net worth clients), qualified retirement plans, trusts, and small businesses, and manages approximately $717 million in regulatory assets for about 289 client relationships with a five-advisor team. In addition to ongoing investment management and model portfolio services, the firm provides participant education and plan-level consulting for employee retirement plans, including ERISA fiduciary reviews. The firm's investment approach is grounded in Modern Portfolio Theory and a belief in broadly diversified, asset-class-based portfolios implemented principally with no-load mutual funds and ETFs, including Dimensional Fund Advisors products, and conservative fixed income securities where appropriate. Dopkins Wealth uses portfolio modeling tools, Monte Carlo analysis for allocation and planning, offers discretionary management, and may retain Independent Managers (notably FPAS) or separately managed accounts and interval funds as part of client solutions. A distinctive feature of the firm is its ownership by the partners of Dopkins & Company, LLP, an accounting and TPA services provider, which creates an integrated referral and service environment while keeping advisory and accounting engagements separate. The firm also emphasizes outsourced portfolio management and back-office support through FPAS, the use of SMAs for diversified equity strategies, and explicit ERISA fiduciary governance and analysis services that extend beyond typical wealth-management offerings.

To learn more about the advisors currently working at Dopkins Wealth Management, LLC, 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.