About Dorn Wealth Management
Choosing the right financial advisor is a critical undertaking. It means trusting someone else to manage and grow your hard-earned money, actively positioning your finances to meet your goals.
As a team, we’ve created customized financial plans for hundreds of clients looking to preserve, manage, and grow their wealth. As a result, they’ve been well-positioned for a long and comfortable retirement.
Clients have used the word “transcend” to describe our financial services because they exceed expectations. Our personalized, thoughtful approach will set you up for success — and make your money do more.
Meet the Team
Megan Dorn, CFP®, EA, CLTC®
Financial Planner & Tax Strategist
Cassondra Erickson
Financial Assistant
Charitable Work
We’re proud to work with Sierra Delta, OUR Rescure, and Wings for Widows. Learn more by watching the videos below:
