Dorie  Fain

Dorie Fain

| CFP®

&Wealth Partners

(646) 924-1900

Contact Me

www.andwealth.com

Fee Only Financial Planner Located in Baltimore, MD and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

1340 Smith Avenue
Suite 200
Baltimore, MD 21209

Dorie Fain is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Dorie Fain is Founder and CEO of &Wealth, a boutique financial advisory firm expressly created for a select group of women who are managing major life events and their own new-found finances for the very first time.

A third-generation investment advisor, Dorie spent 12 years at Smith Barney, where she became the youngest woman ever hired into their training program. But as much as she loved the rigors of investment management at a big brokerage firm, she knew that her clients deserved more. Anchored in the belief that financial planning is the foundation of investment management, Dorie also wanted her clients to experience more patience, more thoughtfulness, more personalized attention, more flexibility, and a steady-as-we-go approach. She followed her instincts and founded &Wealth to offer women more of everything that matters to them.

Since founding &Wealth in 2009, Dorie has watched her clients go from cautious observers to thoughtful investors. They do this not by monitoring the S&P 500, GDP growth, or employment numbers, but by educating them about the process, helping them connect to their own needs, trusting their instincts, and making thoughtful decisions—about everything from estate plans, to investments, to insurance plans, to retirement plans. Along the way, they rediscover resources they had all along— community, wisdom, resilience, and a renewed sense of confidence.

When she’s not running after her six-year-old son, Dorie loves to run through books, tennis courts, ski slopes, and New York City streets. She is a board certified CFP® and a proud graduate of The Ohio State University.