Dorie Fain (CFP®)

Planning Specialties

A third-generation investment advisor, Dorie spent 12 years at Smith Barney, where she became the youngest worman 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.