Donald Dority (CFP®, CPA/PFS)

Donald Dority focuses in the
following client markets or areas of practice:

  • Business Owners
  • College/Education Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

We are here to help all of our clients and their unique needs related to their retirement and financial health.  No future is too big or too small for us, our goal is to simply help create a positive future for our clients. 

We offer one time comprehensive financial plans, ongoing financial planning, and investment advisory services.

NAPFA Start Date

July 25, 2017


This Office

5313 County Road 11 Fort Collins, CO 80524-9458 Phone: (970) 219-0936