As true investment advisors we create options and choices to empower your dreams and aspirations. Our ultimate purpose is to achieve your complete satisfaction through sound retirement planning, portfolio management, and wealth management services.
With two full-time Certified Financial Planners on our staff, we’re committed to objective, ethical financial planning. Dorion-Gray proudly displays its CFP® credentials.1 We have taken the extra steps to maintain each CFP® (Certified Financial Planner) certification through rigorous professional practice and continuing education.
At Dorion-Gray your independent financial planner will serve you, and your family, as unique individuals. Our success depends on the growth, not turnover, of your assets. We work for you (and only for you) as our client.
We're committed for the long haul to preserve, protect, defend and grow your wealth for the years ahead.
Thank you for choosing Dorion-Gray!
1 The CFP® and Certified Financial PlannerTM marks are owned and registered through The Certified Financial Planner Board of Standards Inc., (CFP Board).
Securities offered through Securities America, Inc. — Member FINRA / SIPC. Advisory services offered through Dorion-Gray Financial Services, Inc. a Registered Investment Advisory Firm. Dorion-Gray Retirement Planning is a trade name of Dorion-Gray Financial Services, Inc. Dorion-Gray and Securities America are separate and independent entities. Securities licensed in: AZ, CA, CO, DC, FL, GA, IL, IN, IA, MA, MD, ME, MI, MN, MO, NE, NJ, NV, NM, NY, NC, OH, OR, PA, TN, TX, VA, WA, WI.