Our Approach

At Dorn & Co., Inc., our first priority is to help you achieve your financial goals. Our team of investment professionals spend the time necessary to listen, educate, and develop strategies to help you accumulate and protect your wealth.

Getting Acquainted - During our initial meeting(s), we want to get to know you by asking questions to better understand your career, family, and investing history.

Plan Development - Next, we will take a deeper dive into your financial life by helping to identify your goals, expectations, and risk tolerance. After we have a comprehensive view of your situation, we will begin developing a financial road map that best meets your specific needs.

Strategy Selection - Before implementing your plan, we want you to have a clear understanding of what we're going to do with your money. As an independent firm, we can objectively draw from a vast selection of world-class investment strategies without proprietary obligations.

Ongoing Communication - Once your plan is in place, we want to add convenience to your life. Clients should expect proactive and transparent communication that keeps you updated on the markets and provides timely advice. We will aim to meet with you regularly to ensure your plan remains current and on track.

The value propositions we strive to provide

Organization – We help bring order to your financial life by assisting you in getting your financial house in order.

Accountability – We help you follow through on financial commitments by working with you to prioritize your goals.

Objectivity – We bring insight from the outside world to help you avoid emotional decisions on important money matters.

Proactivity – We help you anticipate financial life transitions and help you be prepared for them.

Education – We help provide knowledge you need to succeed in financial situations by thoroughly understanding your situation, providing necessary resources to facilitate decisions, and explaining options and risks associated with each choice.

Partnership – We’re here to work in concert with you to help you achieve the best life possible by taking the time to clearly understand your background, philosophy, needs and objectives, and work collaboratively with you.