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Mark J. Dorman, CLU®, ChFC®,CFBS

Mark J. Dorman, CLU®, ChFC®,CFBS


Domicile State: Oh
Office: (330) 725-0501

Mark Dorman is President of Dorman Legacy Advisors, LLC, and Founder of the Midwest Family Business Center. He is a recognized industry leader with more than 28 years of experience working with Business Owners, Corporate Executives, and Retirees.

Prior to starting Dorman Legacy Advisors, Mark founded Dorman Farrell, LLC in 1999. Dorman Farrell quickly became one of the most highly regarded Financial Services & Employee Benefit firms in the State of Ohio, and was awarded Case Western Reserve University’s Weatherhead 100 award in 2009 & 2010 for Business Growth as well as Medical Mutual’s Pillar Award for Community Service.

In 2013, Mark divested his interest in Dorman Farrell to focus his time on his passions; Business Owner Exit Planning, Retirement Income Planning and Financial Consulting.  As an owner of multiple businesses, Mark is uniquely qualified to advise his business owner clients on the single, most critically important financial event of their lives — the successful transition out of their business.

A dedicated community volunteer, Mark has spent the last 20 years serving his community in multiple leadership positions, including the Medina County Red Cross, Cathy’s House, the Medina County Economic Development Corporation and Leadership Medina County. In 2006, Mark was recognized as the Medina County Business Citizen of the Year.

Mr. Dorman is a Chartered Life Underwriter, a Chartered Financial Consultant and a Certified Family Business Specialist. A graduate of Cleveland State University, Mark resides in Medina, Ohio with his wife Tanya and their four children. He enjoys playing golf and cycling.

Mark Dorman is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. (www.sipc.org) Supervisory Office: OSJ: 2012 West 25th Street, Suite 900, Cleveland, OH 44113. (216) 621-5680. Dorman Legacy Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.  CRN201601-179035

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Check the background of this financial professional on FINRA's BrokerCheck