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
Jonah Lowenthal
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:
