Mark Dorfman MBA, CRPC®
We Plan for All the Seasons of Your Life.
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Seasons of Advice Wealth Management Mark Dorfman MBA, CRPC®
New York, NY
Serving Clients Nationwide
We Plan for All the Seasons of Your Life.
5 out of 5 Stars
Jump to Reviews Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Owning a Business
- Socially Responsible Investing
- Taxes
About Mark Dorfman MBA, CRPC®
Born and raised in Texas, Mark Dorfman graduated with honors receiving both his undergraduate degree and MBA from Southern Methodist University. Upon completing his graduate work, he worked in corporate finance at the Robert Zimmer Group, then among the world’s leading hospitality groups.He never lost his taste for new destinations, especially those involving skiing, hiking, rafting and horseback riding. Along the way, he took a sabbatical and trained at the Culinary Institute of America.
His professional credentials include the pursuit of continuing education as a Chartered Retirement Planning Counselor as well as membership in the Financial Planning Association.
When not serving his clients, Mark collects contemporary artworks and medieval religious icons, displaying them at his homes in Manhattan and Fire Island. He sits on the boards and councils of several contemporary art organizations, including Art21.
While he supports causes related to animal rights and treating dementia, he is also active with the Human Rights Campaign, of which he is a Federal Club member.
Professional Designations
- Chartered Retirement Planning Counselor (CRPC)
- Master of Business Administration (MBA)
Affiliations
- Financial Planning Association
Primary Location
120 West 45th Street, 14th Floor, New York, NY 10036
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to contact us and schedule time for an introductory conversation. We'll get to know each other and listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.Offers Investment Management
Yes
About Seasons of Advice Wealth Management
For over three decades, our team at Seasons of Advice Wealth Management has helped our clients make relevant and effective financial choices to help them comfortably and confidently build wealth. We are experienced and independent professionals who have the knowledge, inspiration and practical expertise that can make an important emotional and financial difference in your family’s financial security and success.We Plan for All the Seasons of Your Life
Ours is a unique approach to a traditional discipline. Addressing your finances according to the seasonal flow of your life — and your money — aligns with natural processes. The Seasons of Advice process has a natural rhythm, one that aligns with the way you experience life. By giving our work together a context that is constant and reliable, all financial matters receive proper consideration, so you can make more effective choices and keep your wealth-building momentum moving forward.
❄️ Winter: Goal Tracking
The main purpose of the Goal Tracking season is to analyze and discuss how we are progressing with each of your goals. This is where we recalculate where you stand, re-evaluate our assumptions and possibly re-set our strategies moving forward.
🌱 Spring: Asset Allocation
In Asset Allocation we take into consideration your risk tolerance, investment time frames etc. We then set the Investment model we will be using for the next 12 months.
🌞 Summer: Family, Security and Cash Flow Review
This season will focus on cash flow ensuring you are properly positioned for your short term cash needs. Insurance and estate planning strategies are reviewed. Additionally, we discuss intergenerational issues and employee benefits.
🍂 Fall: Tax Planning
This season is designed to make sure your taxes are organized as much as possible. We reach out to your accountant to work with us to help you make appropriate tax decisions, not only to save taxes in the current year but also for the long run.
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At Seasons of Advice Wealth Management, we are committed to helping you achieve your financial potential. Contact us today to schedule an introductory call. We look forward to speaking with you.
Education
SMU Cox School of Business, MBA, Business Finance
Hobbies and Interests
- Cooking
- Hiking
- Horseback Riding
- Skiing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Steadying the Ship
✅ Wealthtender Certified Advisor Review™
Sep 8, 2025
Money is an emotional issue, whether you're rich or poor or someplace in between. I am well into my second decade of working with Mark, and continue learning from him about the market and managing my own financial life. His advice over the years has been not solely about the portfolio, but also about such diverse and specific issues as insurance, real estate, and any life choices that involve money. He is always on target and non-judgmental. The quarterly meetings are easy, fun, and informative.
Relationship to Financial Advisor: Client as of Sep 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Responsive, focused on achieving financial goals to fit my life style, apolitical in choosing financial instruments to match my needs
✅ Wealthtender Certified Advisor Review™
Sep 5, 2025
Mark has been my financial advisor for over 20 years. During that time my portfolio has continued to grow impressively. He listens and is responsive to my inquiries. He has always focused on achieving financial goals to fit my life style. He is completely apolitical in his selection of the financial instruments to meet my needs. Before he makes changes to my portfolio he takes the time to explain the financial instrument and the reasoning behind its selection. Most importantly he always asks for my permission to make the changes. He maintains a good rapport with my accountant by sending, with my permission, information that helps in the preparation of my federal and state tax filings.
Relationship to Financial Advisor: Client as of Sep 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Excellent Planning, Excellent Outcome
✅ Wealthtender Certified Advisor Review™
Sep 2, 2025
I've been working with Mark for over 25 years and from the beginning he helped me establish financial life goals. Goals that we achieved and exceeded thanks to his thoughtful management of my assets. And it wasn't just the investment portfolio, he has assisted with so many other aspects of life including life, health and property insurance, purchase and renovation of homes, and thoughtful analysis of spending patterns. He will truly assist you in a manner that will not only help you achieve your goals, but put your mind at ease.
Relationship to Financial Advisor: Client as of Sep 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
My Money Tree
✅ Wealthtender Certified Advisor Review™
Aug 28, 2025
As soon as I met Mark, I knew I wanted to work with him and have him as my advisor as well as be a close friend… Mark understood my spending habits and has kept my money tree growing. I trust him and SOA explicitly and have been very happy with the results over these last few years…I would highly recommend working with Mark!
Relationship to Financial Advisor: Client as of Aug 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Expert Care
✅ Wealthtender Certified Advisor Review™
Aug 28, 2025
In this day and age with so much uncertainty in the financial markets, I’m very comfortable knowing that Mark is looking after my best interests. He has been my financial person for at least 25 years.
Relationship to Financial Advisor: Client as of Aug 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
I feel well taken care of!
✅ Wealthtender Certified Advisor Review™
Jul 30, 2025
And what a relief. I’ve worked with Mark for about 10 years. Friends made the introduction. In 1987, I purchased a modest, well situated NYC apartment. Twenty years later, I sold and moved to the country. Never having had money to invest, I found myself holding a fair amount of cash, with no clue what to do with it. Now, and for each of the past several years, my savings make healthy, yearly gains with Mark, entrusted manager of my financial well-being! (And yes, he’s smart, worldly, funny and fun.)
Relationship to Financial Advisor: Client as of Jul 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Peace of Mind in Turbulent Times
✅ Wealthtender Certified Advisor Review™
Jul 23, 2025
Mark has been our financial advisor since 2012. What appealed to us about Mark, besides his calm and intelligent demeanor, is the individual attention he provided. We started working with Mark well in advance of my retirement. He provided clear, solid guidance so that I could move onto the next stage of my life with financial confidence while maintaining our standard of living. Mark responds to our questions and our quarterly meetings are both productive and friendly. We can always depend on Mark for good advisement especially during turbulent times.
Relationship to Financial Advisor: Client as of Jul 23, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
My experience working with Mark Dorfman
✅ Wealthtender Certified Advisor Review™
Jul 18, 2025
I have enjoyed working with Mark for over 30 years. He has always been responsive, insightful and knowledgeable. Even when Mark is out of the office for personal reasons, like vacations or family events, he is quick to respond and to assist. Mark is friendly, has a great sense of humor and is a committed family man. I recommend him without reservation.
Relationship to Financial Advisor: Client as of Jul 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
We feel well taken care of!
✅ Wealthtender Certified Advisor Review™
Jul 17, 2025
Mark has been our financial advisor for over 20 years, eventually guiding us into a comfortable retirement! We are so appreciative of the care he gives our portfolio, and that he always responds when we have specific needs or are freaking out about the market. He is friendly, fun, and attentive. We couldn't manage without him.
Relationship to Financial Advisor: Client as of Jul 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Excellence is greatly appreciated
✅ Wealthtender Certified Advisor Review™
Jul 17, 2025
We worked with mark and co more than 20 years. Attention to detail is consistently impressive. Work is of the highest quality. Mark always delivers outstanding results. And his dedication to excellence is greatly appreciated.
Relationship to Financial Advisor: Client as of Jul 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
A terrific advisor who listens to your goals then helps you reach them.
✅ Wealthtender Certified Advisor Review™
Jul 17, 2025
My wife and I engaged Mark Dorfman's services together about a decade ago. In the time since, we've gotten excellent rates of return, but more importantly, a sound foundation for our future needs—things far beyond specific funds and investments. Through changes in geography, career, and life, he's provided not just great year-over-year gains, but also valuable advice. Moreover, he tailored his approach to fit our needs in a custom way. At this point, Mark is a trusted advisor on a wide range of matters for us. I highly and enthusiastically recommend him.
Relationship to Financial Advisor: Client as of Jul 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.”
VERY Pleased!
✅ Wealthtender Certified Advisor Review™
Jul 17, 2025
I have worked with Mark and co for nearly twenty years and I have been extremely pleased. He takes the time to understand your goals—not just the numbers—and create a strategy that feels tailored and empowering. He's incredibly responsive, patient with questions, and clear in explanations. Best of all, I am very, VERY satisfied with the returns. I have recommended Mark strongly to friends and family, many of whom have taken me up on my suggestion, and are glad they did. Whether it's investment planning, retirement strategies, or just sorting out day-to-day decisions, he brings expertise and empathy to the table. I highly recommend Mark to anyone who values trustworthy advice with a human touch.
Relationship to Financial Advisor: Client as of Jul 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
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