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Domani Wealth Welcomes Manager of Tax Planning

Domani Wealth Welcomes Manager of Tax Planning

We’re proud to announce the hire of Joe Marmorato as Domani Wealth’s Manager of Tax Planning. Joe has nearly ten years of experience working directly with high-net-worth individuals and businesses on tax planning and advice. He has significant experience...
Domani Wealth Hires Aaron Stolpen

Domani Wealth Hires Aaron Stolpen

We are pleased to announce the hiring of Aaron Stolpen, CFA, Esq. as a senior portfolio manager. Bringing nearly a decade of experience in finance, investments, and portfolio management, Stolpen will be one of Domani Wealth’s leads in managing client portfolios....
Congratulations to Mike Dinan

Congratulations to Mike Dinan

We’re excited to share that Michael Dinan, CFP® has been admitted to partnership as an owner at Domani Wealth. Mike has more than 15 years of experience and has been a member of our wealth advisory team for 13 years. He is well-deserving of the responsibility...
Domani Wealth offices update

Domani Wealth offices update

We want to share a transaction involving our clients serviced in the State College area by Senior Wealth Advisor, James Karchner. We, together with Jim, have decided to sell this small part of our practice to Mariner Wealth Advisors. Jim will be joining Mariner Wealth...
Michael Dinan Promoted to Senior Wealth Advisor

Michael Dinan Promoted to Senior Wealth Advisor

We’ve got a big announcement: We promoted Michael Dinan, CFP®, to Senior Wealth Advisor. In 2020, Domani Wealth is celebrating 25 years in business. With more than $1.5 billion in assets under management and advisement, one of the ways we’ve continued to...