Who we Help
We listen and We Simplify
Working with Domani
Working with our team, you have a reliable financial planning partner, helping you feel safe, well-prepared, and supported.
Our driving force is to provide the opportunity for a better tomorrow: for our clients, for our communities, and for our team. It’s in our name: Domani is the Italian word for ‘tomorrow’.
Your Best Interest. Always.
We are fiduciaries. What that means for you: Every recommendation our team makes will be in your best interest, first and always. It’s the highest standard in the financial advising industry, and we’ve been holding ourselves to it for more than 25 years in business.
Independent. Open Architecture.
Domani Wealth’s independent financial planning team is not tied to placing your assets into specific investment products. You get the benefit of a wide array of options, including access to nationally renowned resources.
Every single client financial plan is custom-created. Our recommendations are based on your goals, your legacy, and building your future.
Transparent. Fee-only.
Our team earns our worth in one way: fee-only management. We do not receive commissions, steering us to offer you things that may not be the best fit. We do not revenue share. We remain transparent in our fee structure.
Cornerstone. Financial Planning.
Everything we do starts with where you want to go. What future do you want to build? Working with Domani Wealth, you can feel confident and comfortable these plans can help you reach your financial goals.
Credentials Count.
Our team maintains a wide variety of credentials, including CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, MBA, CPA, Personal Financial Specialist, Certified Estate and Trust Specialist, and Accredited Investment Fiduciary. And it’s not just one senior leader, or only our executive team. You will find these credentials held throughout our firm.
Collaborative. Expertise.
Domani Wealth embraces a team-led approach. You won’t rely on the expertise or experience of a sole professional – you’ll have a deep bench of qualified team members analyzing and adjusting every part of your financial plan and portfolio. With our holistic approach, we are constantly in motion providing advice and guidance for your most important financial decisions, helping you feel secure in your financial future.
Strategic Resources.
We’re large enough to offer comprehensive financial planning services, while small enough to provide dedicated, individual client service. You’ll have access to industry leading-research and consulting services through our strategic relationships with nationally known experts as we provide independent financial planning.
BILLION DOLLARS IN ASSETS UNDER ADVISEMENT AND MANAGEMENT
Certified Financial Planner™ Professionals
Chartered Financial Analysts
Certified Public Accountants
years in business as fiduciaries
OFFICES
Who We Work With
At Domani Wealth, we work with clients from many walks of life, who all have one thing in common: They want to be confident in their financial future.
Nearly there
You’re just about to step into retirement
On the way
You’re a few years out but want to make sure you are well prepared.
Medical professionals
Your schedule and education add complexity to navigating your financial future
Wanting a trained professional
You’ve been managing your investments and financial goals for years now but want to make sure you’re not missing anything.
After a loss
If you have lost a spouse or partner you may feel financially overwhelmed – we can help guide you.
Women investors
You deserve to be partnered with and treated like the capable woman you are.
Divorcees
Complexity comes into play on a whole new level with finances after a divorce. Make sure you’re working with someone acting in your best interest.
Inherited wealth
You want to make sure you’re managing these new assets well with minimal tax consequences.
Business owners
You are seeking a well-planned exit strategy that benefits your family and your future.
Professionals
You’ve intentionally grown your net worth and want to make sure you’re on a strong path to protect it.
Ultra-high net worth families
We can provide sophisticated financial and wealth planning to multigenerational family members and your entities because of our decades of experience working with wealthy families.
Domani Wealth at Our Core
Our guiding principles are on display in every interaction.
ACCOUNTABILITY
We hold ourselves to the highest level of responsibility for our actions and results.
DISCRETION
We behave and speak in a manner that honors our clients’ privacy.
CURIOSITY
We dedicate ourselves to learning and understanding.
TEAMWORK
We rely on ourselves and each other to provide support for our team and for our clients.
INTEGRITY
We believe in rightfulness in actions and deeds, regardless of circumstances.
POSITIVITY
We approach every task and interaction with both encouragement and enthusiasm.
ACCOUNTABILITY
We hold ourselves to the highest level of responsibility for our actions and results.
INTEGRITY
We believe in rightfulness in actions and deeds, regardless of circumstances.
TEAMWORK
We rely on ourselves and each other to provide support for our team and for our clients.
CURIOSITY
We dedicate ourselves to learning and understanding.
DISCRETION
We behave and speak in a manner that honors our clients’ privacy.
POSITIVITY
We approach every task and interaction with both encouragement and enthusiasm.
In Our Community
Creating opportunity for a better tomorrow is Domani Wealth’s vision. This extends outside the circle of our clients and team members directly into our community.
Meet the Team
Our team is more than the sum of our skills. Our synergy takes complex client situations and forms pivotal approaches.
Careers
Your contributions are valued. You have an impact on the team, and on clients’ success.
Firm History
Our past has led us to where we are today –
so we can help you with your future.
Known as savvy professionals with a deep commitment to helping clients minimize taxes and manage finances, Domani Wealth’s firm founders took the first steps in 1995 to create a wealth advisory practice.
Born out of regional CPA firms, clients of our founders had been asking their tax and financial planning teams to provide additional wealth management services. In response to those requests, our team began offering advanced financial planning and asset management services.
We have continually built our team full of skilled technicians, rigorous certifications, and robust specialties. Our client work is centered around our people; we come together to collaborate on client needs, advising and supporting individuals and businesses moving toward fulfilling their financial goals.
From the earliest days of our history, the partners were laser-focused on providing complex technical expertise to clients, always with the goal of helping clients create opportunity for a better tomorrow. That vision extended to our team members and communities as well.
Domani is the Italian word for tomorrow, and we continue to help those we’re in relationship with create opportunity for a better tomorrow.
