Firm Positioning

We were founded in 2000 by the partner group of Dopkins & Company, CPAs, when many of their clients were turning to them for assistance in building robust, sensible financial portfolios.

After extensive exploration, our founders committed to an evidence-based approach using quality, low cost financial vehicles designed to meet long-term investment objectives. The objective, however, was not simply to find a process and a means to implement it, but also to help clients articulate their financial goals and help them implement and maintain an investment strategy to meet those goals.

Although Dopkins Wealth Management has grown significantly, we remain steadfast on our commitment to provide each client outstanding service, sophisticated, knowledgeable, and customized advice aided by technological solutions and special attention to ethical business practices that define our culture.

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