Brendan Dooley, CFP®, CRPC®
Thoughtful retirement income planning for couples with 2-5 million in savings
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Serving Clients Nationwide
Thoughtful retirement income planning for couples with 2-5 million in savings
Areas of Focus
- ACA Premium Tax Credit Planning
- Investment Management
- Medicare / IRMAA Planning
- Retirement Income Planning
- Retirement Planning
- Social Security Optimization
- Socially Responsible Investing
- Tax-Smart Distribution Planning
- Taxes
- Withdrawal Sequencing
About Brendan Dooley, CFP®, CRPC®
Hey! I'm Brendan Dooley.I'm so glad you're here.
You've been doing all the right stuff for a few decades now. You worked hard, sacrificed and saved. Now, you have more money than you ever thought you would. And yet, you can't help but feel like you still need more.
Or, you're having a hard time spending what you already have.
I'm here to help.
Early in my career, I saw a few retirements go awry when clients' health declined to a point where they were unable to enjoy their wealth.
No trips to Europe. Never going to take the grandkids to Disney. No beach house. No golden years, in general.
I'm on a mission to help people figure out how to spend sustainably while they still can.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
- Retirement Income Certified Professional (RICP)
Affiliations
-
CFP Board
- Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- Fee Only Network
Primary Location
19031
Meeting Options
- Video Conference
- In-Person
Compensation Methods
- Annual Retainer
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
I'm so excited to meet you. I love the work I do. I feel like it's my calling. I am eager to show you what I can do for you and your retirement. There's no need to prepare anything just yet, but it would be helpful to have some round numbers handy for our call. Account values, what kinds of accounts you have, and where those accounts are. I look forward to meeting you!Offers Investment Management
Yes
About Buoyant Wealth
Buoyant Wealth is a boutique financial planning firm located in Flourtown, PA. We do our best work for people that are on their way to being oversaved, or are already oversaved for retirement. This usually means someone that has $2,000,000-5,000,000 saved and is approaching retirement, or already in retirement and trying to figure out how to spend their money without running out of it!Education
The Pennsylvania State University
Languages
- English
Hobbies and Interests
- Basketball
- Beach
- Boating
- Dogs
- Gardening
- Golf
- Surfing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Gen X
- Living in Retirement
- Scientists
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