Dorsey Groomes Wealth Management

Overview

Dorsey Groomes Wealth Management is an Ohio-based independent registered-investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee model includes a percentage-of-assets component alongside hourly and fixed-fee arrangements. The firm indicates a preference for equity-oriented portfolios and does not identify as an active ESG investor or a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices