Black Dog Wealth

At Black Dog Wealth, we believe financial planning should feel like having a trusted friend by your side. Inspired by our namesake—man’s best friend—we walk alongside you through life’s ups, downs, and even the occasional vet bill. We make financial planning personal, practical, and approachable, helping you move forward with clarity and confidence. With deep professional expertise and real-life experience, we combine rigorous credentials—CFP®, ChFC®, AFC®, and MQFP®—with genuine care and judgment-free guidance. We don’t sell products or earn commissions; we’re here to help you make confident decisions that align with your goals and values. Our approach is comprehensive, connecting tax strategy, cash flow, investments, and risk management so your financial life works as one cohesive plan. Each plan is thoughtfully designed to help you build clarity, confidence, and ultimately, your version of an abundant life—with a touch of humor and a lot of heart.