A complete list of active advisors currently associated with Dream Financial Planning

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

Dream Financial Planning provides investment management and financial planning services to individual clients, supporting needs such as retirement planning, college savings, cash-flow and estate planning. The firm manages roughly $5.2 million in client assets across about 20 client relationships and offers services that range from project-based and hourly planning to an ongoing comprehensive planning subscription and a Dream Builder program that includes a financial‑monitoring app and group coaching calls. The adviser primarily practices passive investment management using index mutual funds and ETFs, alongside fundamental analysis for security selection, and may recommend third‑party managers or TAMPs when appropriate, with those managers reviewed at least annually. Portfolios are constructed and managed consistent with each client’s investment policy statement and the firm operates under a stated fiduciary code of ethics. Compared with many peers, DFP is a wrap‑fee program sponsor, offering a packaged investment management program that also incorporates planning and custodial commissions—an arrangement uncommon among independent advisers. The firm also places emphasis on client education through seminars and speaking engagements and provides in‑house tax preparation and filing as part of its comprehensive planning service, combining advisory, education, and implementation support in one offering.

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