Michael Dubis (CFP®)

Planning Specialties

Thank you for your interest in my firm. I offer fee-only financial planning and investment advice. I am on the same side of the table as you and work for you and only you. I serve you as a financial advocate: whatever financial information crosses your desk, should cross my desk.

We create an environment unencumbered with conflict and you receive objective, unbiased, specific advice, focused on goal attainment and risk management, while keeping decisions and costs in your control at all times.

I help clients think through critical financial planning issues; offering insight, direction, discipline, and stability. I coordinate and collaborate with my clients' other advisors; providing leadership and frank discussion so their agenda is the client's agenda. Building our relationship over time allows us to grow together as a team, while my services continue to be even more valuable.

I am a fiduciary. I am fee-only. The only income I receive is paid directly by you. I fully disclose all compensation.