Brendan Dooley
CFP®, CRPC®
Meaningful Wealth Management LLC
President, Founder
Brendan Dooley
CFP®, CRPC®
Meaningful Wealth Management LLC
President, Founder
I love helping people find the sweet spot between living a meaningful life today and making great financial decisions for tomorrow. - Brendan Dooley, CFP®, CRPC®
Fee-Only financial planner located in Flourtown, PA, serving clients locally and across the country
Brendan Dooley is a Philadelphia, PA fee-only financial planner serving clients locally and across the country. Meaningful Wealth Management provides financial planning and wealth management to young professionals, established executives and those receiving equity based compensation. Brendan Dooley has specific experience in retirement planning for Merck employees. As a fee-only, fiduciary, and independent financial advisor, Brendan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Brendan Dooley is a fee-only financial advisor at Meaningful Wealth Management LLC, located in Philadelphia, PA.
Hi there, I'm Brendan Dooley, CFP®, CRPC®.
I’m the President and Founder of Meaningful Wealth Management LLC.
I was that kid in the neighborhood. You know, the one offering to mow lawns, rake leaves, shovel snow. But undercutting the local landscapers was my real game.
I was also a janitor. Rode my bike to one of the elementary schools to clean the school during the summer in preparation for students to return in the fall. I cleaned unspeakable things for $7.25/hour (after a raise!) and am still proud of it. Working hard to make money for yourself, no matter what level, is something to hang your hat on (thanks mom and dad!).
I was a valet at a country club. In college, I balanced a full-time academic workload and three part-time jobs. A few weeks before a holiday break, I’d call the local temp agencies back home to see if I could land a job for a few days. Unload tractor trailers? Neat! Answer phones for a day? Sounds like gas money to me!
After graduation, I worked for a bank and loved helping customers open new accounts, learn how interest worked, and find loan for college. It was all great, until the FBI used my bank branch as bait for a sting operation and it made me wonder if I wanted to work in retail anymore.
So, I applied for the Financial Advisor trainee program, and I found my true calling: helping people make decisions with their money.
As far back as I can remember, I was very industrious, and I was fascinated by what money could do for you. I’ve grown as a professional and a person from each of the aforementioned experiences, and plenty of others that aren’t on this summary.
After my experiences as a financial advisor and working for other people, I wanted to make financial planning accessible to younger people that need guidance too, and to do it as a fee-only fiduciary.
While you’re here, I hope you find some of the things I share to be useful. If you want to learn more, I hope you’ll get in touch.
Brendan Dooley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Meaningful Wealth Management LLC is a fee-only financial planning firm in Philadelphia, PA. Brendan Dooley, CFP®, CRPC® started Meaningful Wealth Management LLC to serve successful Gen X and Gen Y professionals that have been neglected, or worse, taken advantage of by the traditional financial services industry pushing products or requiring large account balances to have the "privilege" of working with an adviser.
Instead, Meaningful Wealth Management LLC is eager to help younger clients receive fee-only advice from a fiduciary and welcomes the opportunity to build relationships for the long-term. After all, requiring a client to have a large net worth only serves the adviser, and it is analogous to a physician requiring a patient to get healthy before treating them.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Equity-based Compensation
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Brendan Dooley is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brendan Dooley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brendan Dooley is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Brendan Dooley is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Brendan Dooley
Office Locations:
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P.O. Box 411
Flourtown, PA 19031
