DREAM FINANCIAL PLANNING

Overview

Dream Financial Planning is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and families. The firm combines hourly and fixed-fee planning work with percentage-of-AUM investment management, and it positions itself as a capital allocator—selecting outside managers and funds when client situations call for third‑party expertise. Its investment posture tilts strongly toward publicly traded equities and exchange‑traded instruments rather than discretionary bond-heavy or cash allocations. Services advertised include comprehensive financial planning, portfolio management for individuals and small businesses, selection and oversight of other advisers, and educational seminars or workshops. The firm does not describe itself as an active ESG investor.

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Location & Offices