Dorie Fain (CFP®)

Dorie Fain focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Women's Financial Planning Issues

Planning Specialties

A third-generation investment advisor, Dorie spent 12 years at Smith Barney, where she became the youngest worman ever hired into their training program. But as much as she loved the rigors of investment management at a big brokerage firm, she knew that her clients deserved more. Anchored in the belief that financial planning is the foundation of investment management, Dorie also wanted her clients to experience more patience, more thoughtfulness, more personalized attention, more flexibility, and a steady-as-we-go approach. She followed her instincts and founded &Wealth to offer women more of everything that matters to them.

Since founding &Wealth in 2009, Dorie has watched her clients go from cautious observers to thoughtful investors. They do this not by monitoring the S&P 500, GDP growth, or employment numbers, but by educating them about the process, helping them connect to their own needs, trusting their instincts, and making thoughtful decisions -- about everything from estate plans, to investments, to insurance plans, to retirement plans. Along the way, they rediscover resources they had all along -- community, wisdom, resilience, and a renewed sense of confidence.

Additional Information

When she's not running after her young son, Dorie loves to run through books, tennis courts, ski slopes, and New York streets. She is a board certified CFP and a proud graduate of The Ohio State University.

NAPFA Start Date

June 27, 2011


This Office

475 Park Ave S Rm 2100 New York, NY 10016-6904 Phone: (212) 379-4050 Fax: (866) 526-4871

Other Offices

1629 Thames St Ste 300 Baltimore, MD 21231-3696 Phone: (410) 779-1230 Fax: (866) 526-4871