Meaningful Wealth Management LLC

Meaningful Wealth Management LLC is a fee-only financial planning firm in Philadelphia, PA.  Brendan Dooley, CFP®, CRPC® started Meaningful Wealth Management LLC to serve successful Gen X and Gen Y professionals that have been neglected, or worse, taken advantage of by the traditional financial services industry pushing products or requiring large account balances to have the "privilege" of working with an adviser.  

Instead, Meaningful Wealth Management LLC is eager to help younger clients receive fee-only advice from a fiduciary and welcomes the opportunity to build relationships for the long-term.  After all, requiring a client to have a large net worth only serves the adviser, and it is analogous to a physician requiring a patient to get healthy before treating them.  

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Advisors at this Office

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This Office

PO Box 32405 Philadelphia, PA 19146-7405 Phone: (215) 767-0561

Primary Office

PO Box 32405 Philadelphia, PA 19146-7405 Phone: (215) 767-0561