About Us

Preparing for that next step in life isn't always easy. You may find that the road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.  

Dorman Legacy Advisors, with over twenty years of experience in providing customized solutions for our corporate and personal finance clients, can help you take that first step on the road to achieving a secure financial future.

SO WHAT CAN YOU EXPECT?

  • A new level of attention, insight and guidance – whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives are highly attentive to what matters most to you and offer extensive insight and guidance
  • A straightforward, customized approach – we work with you to build financial strategies focused around you, your schedule, your circumstances and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions
  • A realistic financial strategy - by working with our Financial Services Representatives, we help you take meaningful, manageable steps toward developing an integrated financial strategy
  • A flexible financial plan – as your financial situation is bound to change, we work with you to monitor and review your progress to help ensure you are on track to achieving your goals

Whether you need assistance with personal financial planning, exit planning or corporate financial strategy for your business, we have the knowledge and expertise to meet your needs.  Call us at 330-350-5410