Hi there,

I’m Brendan Dooley, CFP®, CRPC®.

I’m the President, Founder, and Head Janitor of Meaningful Wealth Management LLC.  Meaningful Wealth Management LLC is a fee-only financial planning firm in Flourtown, PA that serves clients anywhere they have internet access.

I love helping people balance living a full life today while planning for tomorrow.

Maybe it’s college savings for your kids, or taking care of your aging parents. Starting a retirement fund, or recovering one from the Great Recession. Effective financial planning means being able to protect and take care of your loved ones, and create a plan unique to your needs.

Today we face unprecedented financial challenges.  Stubbornly high inflation despite stagnant wages, tax laws that constantly change, and an overwhelming amount of information to process.  How can you make sure your family is protected and cared for? How can you confidently know you won’t run out of money in retirement? In an increasingly connected world, there might be many solutions available, but it’s hard to know which decision is the right one. Having a financial planner by your side means having someone to turn to with questions so you can be confident about a future living the way you planned, whatever that looks like to you.