Brendan Dooley (CFP®, CRPC®)

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

  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)
  • Millennials
  • Retirement Planning & Distribution Rules
  • 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, I want to thank you for looking for a financial adviser on NAPFA.  I'm confident you're in the right place if you're looking for financial advice, and I would be honored to talk about what's important to you.  I love my work, but I happily exist outside the office too.  When I'm not working, you can find me fishing, playing golf, or occasionally snowboarding (out west if possible).  I also love burying my nose in a good book, tinkering with a new recipe in the kitchen, or breaking bread with my family.

NAPFA Start Date

March 08, 2019


This Office

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