Angela Dorsey (CFP®, MBA)

Angela Dorsey focuses in the
following client markets or areas of practice:

Baby Boomers

Corporate Executives

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Why Dorsey Wealth Management

Personal

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 and couples.

Simplicity

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.

Fee-Only

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.

Fiduciary

I am legally bound to put your best interest first, and I take this commitment very seriously.

Comprehensive

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.

Transparent

You should understand how much you are paying and what you are paying for.

Trusted

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 women and couples 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.

Additional Information

In all our dealings with our clients, we pledge to be:

Holistic in outlook. We will consider all of your circumstances, family needs, goals, values, and
aspirations when making recommendations.

Professional in conduct. We will protect your privacy. We will strive to maintain the highest ethical standards possible in our work and life. We will continually enhance our skills and credentials through continuing education, and we will refer you to other professionals when you need help in an area outside our expertise.

Educational in nature. We will guide you through your options and explain them clearly to help you make the best choices. We will always take the time to make sure you understand our advice.

Independent in compensation. We will never sell you a product or service other than holistic financial planning nor will we take a commission or a referral fee from another professional. You will receive objective, unbiased advice from us.

Committed to your success. Holistic financial planning is a process, not an event, and we commit to adjusting your plan as your life goals change.