Preserve, Manage & Grow Your Wealth
At Dorn Wealth Management, we actively position your wealth to set you up for a bright financial future. We take a comprehensive approach to developing and implementing your customized plan, which addresses all aspects of your financial health and well-being.
Let’s Talk Pricing
We believe in transparency from day one. Visit our Pricing page to see a breakdown of our fee structure.
What Our Clients are Saying
Disclosures: The testimonials may not be representative of the experience of other clients. The testimonials are not indicative of future performance.
I solely and confidently depend on Dorn Wealth Management to safeguard my financial future as well as my son’s after I die. I consider Megan Dorn an extremely savvy and intelligent manager. Her financial acumen partnered with her uncanny communication skills give me the peace of mind I want in a financial partner. I trust her unconditionally.
Megan and her Dorn Wealth Management team have afforded us complete peace of mind about all things financial. Megan’s compassion for helping us achieve successful outcomes with our investments is omnipresent – she always seeks to understand and then embrace our goals and has a true penchant to think three (or more) steps ahead in the ever-changing marketplace. Her advice and insight is always spot-on. Plus, her wonderful personality also makes every encounter a completely enjoyable experience! Communication is always amazingly efficient and timely. Megan and Cassondra are a wonderful team!
Megan and her team are knowledgeable, and have always provided professional financial investment and tax services. Megan is always providing her clients with the latest financial and tax updates throughout the year, as well as her knowledge of any relevant subject matter information. We highly recommend her.
We have been working with Megan for many years. Megan and her team understand our goals and provides a clear and customized strategy. Most of all, she has been transparent and trustworthy and gives our family a big piece of mind. Not only is she incredibly competent at finances, but Dorn Wealth Management is a full service as to include Taxes & Legacy planning. We feel very fortunate to have Megan handle all of our financial needs.
Megan is excellent at communicating ideas to address our situation and financial goals. It is important for us to have someone that understands us as individually and as a couple in managing our tax and wealth strategies. Megan and her team are easy to work with and responsive. We are glad Dorn Wealth Management is our partner in planning for our retirement.
Dorn Wealth Management has handled my taxes and financial portfolio for over 5 years. I rely on Megan’s expert knowledge, competence, and professionalism to manage my interests and assets. I cannot think of a better company to trust.
Being a retired person, I want to make sure my funds continue to earn and last for the remainder of my lifetime. If I ever have questions about anything, I know they will make time for me and help with an answer or where to get help if not part of their expertise.
I have worked with Megan and her team for all of my financial needs for many years. Working with her has proved to be an absolute pleasure. I have total confidence and trust in the decisions and advice Megan makes for me to successfully meet my short and long-term goals. Most notably, when I lost my husband, Megan guided me with compassion on making decisions and planning next steps. I would highly recommend the Dorn Wealth Management team!
My husband and I have been with Dorn Wealth Management since it opened. We are extremely pleased with the service and professionalism they offer. Whether it’s financial management or taxes, Megan is extremely knowledgeable and diligent with our account. I highly recommend Dorn Wealth Management to anyone looking for this service.
