Dream Bigger Financial, LLC
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About
Dream Bigger Financial, LLC primarily serves physicians and their families and offers investment management alongside a suite of planning services, including its Ongoing Concierge Financial Planning, one-time Student Loan Strategy Sessions, ongoing PSLF Concierge Support, educational seminars, and disability and life insurance review. Investment management is optional and provided when clients choose to engage the firm for portfolio oversight; financial planning engagements are generally non-discretionary.
The firm’s investment approach emphasizes passive management and modern portfolio theory, implementing diversified asset-class exposures via index mutual funds and ETFs and, when selected, using model portfolios available through Altruist to help construct and monitor portfolios. Financial planning is delivered on an ongoing basis through a concierge model that typically includes two to four meetings per year, year‑round access to the planner, and an annual full-plan review.
A distinctive aspect of the firm is that the principal is independently licensed as an insurance agent and the firm provides insurance review services; clients may purchase policies through that license and the firm discloses and manages resulting conflicts under its fiduciary and CFP® Board standards. The firm’s explicit focus on medical professionals — including seminars for residency programs and discounted planning for residents and fellows — together with specialized student loan and PSLF services, sets it apart from many solo independent advisers.
Client services
Expertise
Occupation focus
Fee options
$299 one-time fee for Student Loan Strategy Session
0.50% annually billed quarterly in arrears at 0.125% per quarter
Ongoing Concierge Financial Planning: $600/month for individuals, $700/month for couples/families, additional $100/month for clients with 1099 income; Concierge PSLF Support: $99/month
Main office
Milwaukee WI
Advisors at this office
1
Most active in
Texas · Wisconsin
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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