Dorothy Cole (CFP®, EdM, MBA)

Dorothy Cole focuses in the
following client markets or areas of practice:

  • Business Owners
  • Divorce Planning
  • Medical Professionals
  • Middle Income Client Needs
  • Special Needs Planning

Planning Specialties

We are an independent firm; our only allegiance is to our clients. We strive to identify potential conflicts of interest and research the entire market in order to recommend the best products and services, given each client’s needs and objectives. All clients have individual goals, needs, constraints, and resources. We personalize our work so that our financial advice fits their particular needs and objectives, within their personal risk tolerances and comfort levels. We strive to create the same recommendations they would create if they had our financial expertise and the time required to do so. Today's accelerated and complex economic environment often requires a team approach. Financial specialists such as insurance agents, accountants and/or lawyers can no longer work on clients’ behalf in isolation. As financial generalists, we can coordinate each client’s team of specialists. In addition, some of us are also financial specialists in certain areas and can serve in that capacity as well if the need arises. To maintain our low fees, we offer services only if at least 2 key ingredients for success are present. First, we must trust our clients, and our clients must trust us. Second, we are committed to fully disclosing to our clients all sides of an issue. Our clients must be committed to fully disclosing to us all aspects of their financial situations.

Additional Information

Dorothy Cole has over twenty-five years of experience managing the financial assets of individuals, businesses, and charities. During the last 20 years, she has worked in the financial services industry as a professional financial planner. She opened her own financial planning firm in 1991 and continues today to manage this firm. Dorothy received her Master of Business Administration degree from Simmons College School of Management in Boston, MA. She also holds a Masters degree in Education in the area of counseling and the CERTIFIED FINANCIAL PLANNER™ professional designation.

NAPFA Start Date

December 18, 1995


This Office

11 Blackstone Ct Merrimack, NH 03054-3451 Phone: (800) 352-6530 Fax: (603) 424-6977

Other Offices

PO Box 201 Lexington, MA 02420-0002 Phone: (800) 352-6530 Fax: (781) 240-0296