A complete list of active advisors currently associated with Dorval & Chorne Financial Advisors
Warmer can help you find a great advisor at Dorval & Chorne Financial Advisors or one who fits your needs even better.
Dorval & Chorne Financial Advisors provides financial planning, retirement planning, investment consultation, and portfolio management to individuals, high‑net‑worth individuals, and businesses. The SEC‑registered firm manages approximately $374 million in client assets and serves 663 clients through both discretionary and non‑discretionary arrangements. The firm’s investment process emphasizes diversification grounded in Modern Portfolio Theory and fundamental analysis, with portfolios tailored to clients’ objectives, time horizons, and risk tolerances. Services range from modular or broad‑based financial plans and retirement plan rollover analysis to a mutual‑fund‑only Capital Group program and portfolios that include domestic and international equities, fixed income, and real estate exposure. Noteworthy aspects of the firm include a high client‑to‑advisor ratio (three advisors serving 663 clients, implying roughly 200+ clients per advisor), the periodic offering of complimentary educational seminars and workshops, and that associates are licensed insurance agents through AdvisorNet. These operational features — disclosed in the firm brochure and accompanied by related conflict‑of‑interest disclosures — may affect implementation choices and product recommendations.
To learn more about the advisors currently working at Dorval & Chorne Financial Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Maple Grove, MN
| 26
| |
Maple Grove, MN
| 28
| |
Maple Grove, MN
| —
| |
Frederick, MD
| 3
|
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