Dorman Financial Management, P.A.

Overview

Dorman Financial Management, P.A. is an independent registered investment adviser that has been SEC-registered since 2006 and operates as a privately owned corporation. The firm focuses on individuals and families and provides fee-based financial planning and portfolio management services for individuals and small businesses. Its advisory model combines percentage-of-AUM fees with fixed-fee engagements and centers on discretionary portfolio management—nearly all assets are managed on a discretionary basis. Investment activity shows a clear preference for public funds and mutual funds as the primary vehicle for client portfolios, with a willingness to access third-party alternative fund managers for specific allocations. The firm is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices