Dorman Financial Management, P.A.

Dorman Financial Management, P.A. is a small advisory firm that provides discretionary and non‑discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. Services include tailored investment strategies, ongoing portfolio monitoring and rebalancing, and written financial plans delivered on a fixed‑fee basis where appropriate.

The firm constructs portfolios using mutual funds and a range of other securities, employing both fundamental and technical analysis and a mix of long‑ and short‑term purchases to match client objectives, risk tolerance, and liquidity needs. Accounts are reviewed regularly and fees are primarily asset‑based, with firm policies for billing, custody via qualified custodians, and trade aggregation when appropriate.

A distinctive feature is the firm’s affiliation with accounting services: the firm’s principal is a licensed CPA and can offer accounting services in addition to investment advice, a relationship the brochure discloses as a potential conflict of interest. The brochure also discloses that the principal holds insurance licenses and may receive commission‑based compensation for insurance products, and that the firm commonly uses institutional custody and trading arrangements that provide operational benefits and are disclosed to clients.