Brendan Dooley, CFP®, CRPC®
Retirement income planning for progressives with 2-5 million in savings
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Serving Clients Nationwide
Retirement income planning for progressives with 2-5 million in savings
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- Investment Management
- Retirement Planning
- Social Security
- Tax-Smart Distribution Planning
- Taxes
About Brendan Dooley, CFP®, CRPC®
Hey! I'm Brendan Dooley.I'm so glad you're here. You're obviously in the market for a financial planner, and I'm pumped for you.
I try my darndest to make the financial planning process engaging, fulfilling, and most importantly, to not feel like I'm barfing (barking?) information at you. That's no fun.
Instead, I want you to feel like you have a teammate to make big decisions with.
I think my value to you can be broadly categorized into two buckets.
The first is the technical stuff. Income limits, tax minimization, portfolio management, etc. But this is kinda table stakes for anybody that's competent.
I think the second bucket is much more valuable. And that comes from our work together. I hope to help you feel more confident in your financial future by entertaining all of your worst nightmares, wildest dreams, and everything in between. I want you to feel like you know what happens if that "thing" that keeps you up at night happens. No more googling for random answers that aren't entirely applicable to your life. No more asking friends and family. Answers for you based on your situation. Let's walk through all those "what if's," and see if that doesn't make you breathe alllllllll the sighs of relief.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
Affiliations
-
Fee Only Network
- National Association of Personal Financial Advisors
- XY Planning Network
- National Association of Personal Financial Advisors
Primary Location
19031
Meeting Options
- Video Conference
- In-Person
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
I'm so excited to meet you. And this isn't like meeting a partner's parents for the first time. There's no need to bring anything. Matter of fact, I go out of my way to avoid talking about income, assets, net worth, etc. on the first call. I want to get to know you, what you're looking for in a financial planner, and how you want to work together. Then, with your permission, I'd be glad to share how I work and how I'm paid. If everybody likes how the conversation goes, we can talk about next steps and what information I'd need from you to have productive meetings in the future.Offers Investment Management
Yes
About Meaningful Wealth Management LLC
Meaningful Wealth Management LLC 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 household income in excess of $400,000, and/or $2,000,000-5,000,000 saved.Education
The Pennsylvania State University
Languages
- English
Hobbies and Interests
- Basketball
- Beach
- Boating
- Golf
- Surfing
SEC Lookup
View DisclosureWho We Serve
- Democrats
- Gen X
- Living in Retirement
- Scientists
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