Financial Planning Where the Focus is on You
Being in control of your finances is a great stress-reliever.
- Angela Dorsey
Why Dorsey Wealth Management
Each client works directly with me. As an experienced financial planner with the latest technology and a network of subject experts, I can focus on your individual needs.
Focus on Women
As a wife, mother and business owner I am uniquely suited to understand and serve the financial needs of women.
I talk to you in plain English and eliminate unnecessary financial jargon so that you always understand your plan. I also offer virtual services for your convenience.
As a fee-only firm, I am compensated exclusively by the fee paid by my clients. There are no sales pitches, no commissions, and no third-party payments.
I am legally bound to put your best interest first, and I take this commitment very seriously.
I incorporate all aspects of your financial life in my planning process. After your initial planning is complete, we re-evaluate all key areas annually.
You should understand how much you are paying and what you are paying for.
I put my clients’ interests first. I will always provide clear, objective, professional advice that is in your best interest. My integrity and my word mean everything to me.
Who We Serve
Our clients are smart women who value independent, objective professional guidance to achieve financial peace of mind for themselves and their families. No matter your situation I can help you achieve your best financial life.