Dorn Wealth Management
Best of Madison Profile
Best Wealth Management | Bronze Winner
Holistic Financial Strategy
At Dorn Wealth Management, clients get more than a financial planner; they get a partner. Megan Dorn’s expertise as a dually licensed financial planner and tax strategist enable her to coordinate and simplify the complexities of retirement, from tax efficiency to long-term care and estate planning.
Appreciative of her Bronze Best of Madison Award, Dorn says: “Thank you to my amazing clients and my incredible teammate Cassondra, who’s always so forward thinking and on top of things!” 8500 Greenway Blvd, Suite 101, Middleton, 960-7273, dornwealthmanagement.com
Securities and Advisory Services offered through Harbour Investments, Inc.
For more Best of Madison winner profiles, click here.
COPYRIGHT 2021 BY MADISON MAGAZINE. ALL RIGHTS RESERVED. THIS MATERIAL MAY NOT BE PUBLISHED, BROADCAST, REWRITTEN OR REDISTRIBUTED.