A complete list of active advisors currently associated with Dream Bigger Financial, LLC

Warmer can help you find a great advisor at Dream Bigger Financial, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Dream Bigger Financial, 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.