Alex Doll (CFA®, CFP®)

Alex Doll focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

PROFESSIONALLY?

I have been helping individuals and non-profits with financial planning and investment management for over 5 years. Over that time, I have worked at various large institutions and have created hundreds of financial plans and managed over $250 million for my clients.?

I got into the wealth management business to apply my deep financial knowledge to help people and nonprofits realize their goals.  During the years I spent working at large institutions I quickly realized I would not be able to help people the way they deserved because of the large account loads, continual sales goals, and extra layers of bureaucracy the corporate world creates.  I started an independent firm in order to simplify things for myself and my clients and to ensure that I can make helping my clients the only thing I need to focus on.

PERSONALLY?

When not spending my time with clients or reading up on the latest financial research you will normally find me watching soccer (Liverpool are my team), travelling (France was the last trip), reading (Meditations by Marcus Aurelius is the current book), exploring the Cleveland restaurant scene with my wife (let me know if you need any recommendations!), or trying new wines.?

I was born in Akron, Ohio and went to the University of Akron where I studied finance with a specialty in financial planning.  During my time at Akron I had the opportunity to study and live in London, England and still love returning there whenever possible.?

At the end of the day what brings me the most happiness is helping people, and I am so honored to have a job that has that as part of the description!

Additional Information

We are a boutique wealth management firm dedicated to serving a select group of clients.  For these select clients we help to simplify their financial lives by:

  1. Creating a truly customized financial plan utilizing our proprietary financial planning software to help you achieve your goals.  
  2. Construct a portfolio that is specific to you and will help accomplish the goals of the financial plan as effectively as possible.
  3. Continual monitoring.  We do not just set it and forget it, rather we will update the plan yearly and ensure that all aspects of your financial life are on track.

NAPFA Start Date

July 16, 2018

This Office

1965 E 6th St Suite 713 Cleveland, OH 44114-2276 Phone: (330) 592-3870