Our Company

Dover Financial Planning is an independent fiduciary financial planning firm serving middle class individuals and households with a focus on holistic retirement planning, investment strategy, and wealth preservation. Our company has an additional specialty in preparing public educators for a successful and sustainable transition into retirement.  Based in Greater Austin, Texas, we help clients build customized financial roadmaps designed to help clients accomplish all of their financial goals and desired lifestyle to and through retirement.

At Dover Financial Planning, we’re not just another number-crunching office churning out spreadsheets, pie-charts and complicated graphs. Our core intention is to connect with our clients on a deeper level with long-term relationships and help them turn their life’s vision and financial goals into a tangible blueprint for how they’ll reach and maintain financial independence to and throughout their retirement years. Wealth planning is in fact Life planning.

Long-term, trusting personal relationships are the cornerstone of what separates us from most other cookie cutter financial firms in today’s overly-saturated landscape. Serving our clients as problem solvers, financial architects and acting as their advocate in the marketplace of nearly infinite financial products is what defines our role and relationship.

Our approach in serving our clients is quite simple - handling their financial affairs with the respect and detail that it deserves. In other words, creating a custom-tailored plan for the unique individuals that they are with the personal touch and relationship that you should expect from someone helping you manage your most precious of life’s resources. This is why I firmly believe that an advisor who listens first isn't just what clients want, it's what they need.