Are you confident in your financial future?

A financial plan from credentialed experts can help give you peace of mind.

FINANCIAL PLANNING THAT PUTS YOU FIRST.

You probably have questions and, given our expertise in financial planning and as wealth advisors, we’re here to provide answers. Our process includes extensive listening to hear your concerns, your situation, and your dreams. Then we move forward into outlining a roadmap for your future.

Evaluate your Finances

Woman sitting with plants and dog drinking coffee

FIDUCIARY HIGHEST STANDARD

We only act in your best interest. Always.

CREDENTIAL TEAMS

Staff at every level of our firm maintain important credentials.

FEE-ONLY

No commissions, no revenue sharing: Transparent fee structure.

INDEPENDENT

Conflict-free; no proprietry products. Only investments chosen for you.

FIDUCIARY HIGHEST STANDARD

We only act in your best interest. Always.

FEE-ONLY

No commissions, no revenue sharing: Transparent fee structure

CREDENTIAL TEAMS

Staff at every level of our firm maintain important credentials.

INDEPENDENT

Conflict-free; no proprietry products. Only investments chosen for you.

Meet the Team

What sets us apart? Our people. Our credentials, collaborative approach, and fiduciary responsibility can lead to you feeling prepared and supported for your financial future.

Get to Know Us

How we work with you

Working with Domani Wealth, you’ll find that we listen and we simplify. What does that mean for you? A transparent and straightforward process to begin working with us. Responsive communication. Ongoing collaboration. And what’s in your best interest always steering our team.

Our Strategy

Plan for Tomorrow

Domani [italian, translation: tomorrow]

Each client has different goals, needs, and questions. We often act as a guide and protector of our clients’ legacies and their family’s future. Working with our wealth advisors, you’ll receive personalized financial advice, carefully crafted and proactively communicated to meet your needs.