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

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

Dorsey Wealth Management is a fee-only, registered investment adviser that provides holistic financial planning and investment advisory services to individuals and families, addressing investment management as well as tax, estate, risk management, retirement planning and employee benefit analysis. The firm offers both one-time planning engagements (a Roadmap) and ongoing wealth management relationships tailored to each client’s stated objectives. The firm follows an evidence-based investment approach that emphasizes diversification, exposure to systematic risk factors (size, value, market), and the use of low‑cost, low‑turnover mutual funds and ETFs alongside high‑quality fixed income to manage volatility and cash‑flow needs. Portfolios are implemented and rebalanced within an agreed strategy, often using institutional fund shares accessible through the firm’s custodial relationship, and asset allocation is customized to clients’ age, liquidity, tax attributes and goals. What distinguishes the firm from many peers is its small scale — roughly two advisors managing about $58 million for approximately 36 clients — and the firm principal’s background in corporate human resources and compensation combined with CFP and MBA credentials, which informs work on employee benefits and compensation-related planning. The firm operates under a fiduciary, fee‑only model, does not accept commissions or third‑party referral fees, and participates in an institutional custodial program to access institutional investment options and operational services.

To learn more about the advisors currently working at Dorsey 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.