Tony Dorn

Since beginning his career Tony has worked to gain a wealth of knowledge in the areas of personal finance, estate planning, investment analysis, insurance design and tax analysis. With this knowledge, he has made an impact on clients and their family’s financial lives for more than 20 years.

Although he does qualified plan advising and institutional investing, Tony’s primary focus is acting as Family CFO for individual families. Whether they are building towards retirement, entering retirement, coordinating a large family estate or just trying to improve and achieve financial independence, the experience and knowledge Tony has acquired over the years provides him the ability and tools to navigate these issues efficiently and effectively.