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| Dorman Financial Management,P.A,Founded by James B. Dorman, Recognized by Financial Advisor MagazineDorman Financial Management (DFM) was ranked by Financial Advisor Magazine as one of the top Registered Investment Advisors in their asset category.
Dorman Financial Management’s success can be contributed to the philosophy of President and Founder, James B. Dorman, CPA/PFS, CFP®, a 30 year veteran of the industry. DFM focuses on helping clients attain financial independence through education and goal realization. “The client-advisor relationship is a personal one. We have an earnest desire to establish substantive relationships with every client, and we understand how important it is for those relationships to evolve as their wants progress,” said James B. Dorman. An all-inclusive leading wealth management firm, DFM specializes in each aspect of wealth accumulation and preservation from traditional financial planning, retirement, estate and beneficiary planning, to educational funding, and insurance review. Largely philanthropic, Dorman Financial Management avidly supports the Orlando metropolitan area through regular involvement with local organizations including the Ronald McDonald House, Adopt-A-Family, and Adolescent Center for Drug Free Living. For more information, please contact Jim Dorman at 407.774.6815, or visit http://www.DormanFinancial.com. Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Dorman Financial Management, P.A. is not affiliated with NEXT Financial Group, Inc. 341 N. Maitland Avenue, Suite 250, Maitland, FL 32751 # # # Welcome to true independence. Welcome to NEXT Financial Group. Founded by a group of passionately independent investment professionals, NEXT is owned and managed by its representatives and employees. Take the NEXT step and join an award-winning firm. End
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