Back to Search Favorites List

Brendan Dooley (CFP®, CRPC®, RICP®)

Brendan Dooley focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Charitable Giving
  • Millennials
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Meaningful Wealth Management LLC specializes in working with successful Gen X and Gen Y professionals.  More specifically, clients may find particular value in working together if:

1.  They have equity-based compensation.  RSU's, stock options, ESPP, etc.  

2.  They have an advanced degree (and the loans to prove it).

3.  Something big has happened.  Marriage, divorce, started a family, lost a loved one, changed jobs, started a business, etc.  There are financial aspects to all of these events, and we should talk about what it means for you going forward.

4.  You would prefer to collaborate with an objective "second set of eyes" to help you make the best financial decisions you can. 

5.  You're busy.  Or personal finance bores you.  Your free time is precious and limited, and you'd much rather spend it doing what you love with the people you love than worrying about your money.  

Additional Information

Hi there, and thanks for checking out my firm! I'll cut right to the chase: most of the financial industry is geard toward helping people accumulate wealth. That's actually the easy part.

Figuring out how to enjoy it without running out of money is much more difficult. It's so hard that many people never figure out how to actually spend in retirement, leaving their beneficiaries to spend for them. Early in my career, I saw a few clients' retirements irreparably changed because their health declined to a point that made it impossible for them to enjoy the wealth they built. There were no golden years. Just a brief transition from working to navigating chronic health issues.

I am on a mission to help people make the transition to, and navigate their retirement. But perhaps more than that, I am driven by a need to help people figure out how they spend and enjoy their wealth before it is too late.

Outside of work, I thoroughly love being a Dad to my young family. In my spare, spare time (not a typo) you can find me re-seasoning my cast iron pans, finishing 80% of a new home improvement project, or devouring a new non-fiction book. I love to learn!

If you're looking for a specialist to help you navigate retirement, I'd be honored to see your name on my calendar. You can book a time on my website for a free introductory chat.

NAPFA Start Date

March 08, 2019

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

PO Box 411 Flourtown, PA 19031 Phone: +1 (215) 600-2814
View
Visit Website