A complete list of active advisors currently associated with Dovermont Wealth & Tax Solutions

Warmer can help you find a great advisor at Dovermont Wealth & Tax Solutions or one who fits your needs even better.

Dovermont Wealth & Tax Solutions serves individuals, families, small businesses and expatriates, offering comprehensive financial planning, discretionary and non-discretionary portfolio management, year‑round tax planning and IRS representation, insurance planning, and community educational workshops. The firm also provides limited-scope, one-time financial strategy engagements and assistance with ITIN applications as part of its tax services. Advisory services are tailored to each client’s goals, income, family situation, risk tolerance, and time horizon, with formal reviews at least annually. Investment recommendations draw on fundamental and technical analysis and may include equities, fixed‑income, ETFs and mutual funds; investment management is provided on an asset‑based basis, with discretionary authority offered when authorized in writing. Compared with many independent, solo advisers, the firm combines tax representation and financial planning more directly—its principal is an Enrolled Agent authorized to represent taxpayers nationwide and holds financial planning credentials. It also offers community workshops (generally at no charge) and may receive commissions when clients purchase insurance products through the firm, a compensation practice that the brochure discloses as a potential conflict of interest.

To learn more about the advisors currently working at Dovermont Wealth & Tax Solutions, 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
Fatima Ali Muhammed	Montebello, NY	1

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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