Hi there, I'm Brendan Dooley, CFP®, CRPC®.
I’m the President and Founder of Meaningful Wealth Management LLC.
I was that kid in the neighborhood. You know, the one offering to mow lawns, rake leaves, shovel snow. But undercutting the local landscapers was my real game.
I was also a janitor. Rode my bike to one of the elementary schools to clean the school during the summer in preparation for students to return in the fall. I cleaned unspeakable things for $7.25/hour (after a raise!) and am still proud of it. Working hard to make money for yourself, no matter what level, is something to hang your hat on (thanks mom and dad!).
I was a valet at a country club. In college, I balanced a full-time academic workload and three part-time jobs. A few weeks before a holiday break, I’d call the local temp agencies back home to see if I could land a job for a few days. Unload tractor trailers? Neat! Answer phones for a day? Sounds like gas money to me!
After graduation, I worked for a bank and loved helping customers open new accounts, learn how interest worked, and find loans for college. It was all great, until the FBI used my bank branch as bait for a sting operation and it made me wonder if I wanted to work in retail anymore.
So, I applied for the Financial Advisor trainee program, and I found my true calling: helping people make decisions with their money.
As far back as I can remember, I was very industrious, and I was fascinated by what money could do for you. I’ve grown as a professional and a person from each of the aforementioned experiences, and plenty of others that aren’t on this summary.
After my experiences as a financial advisor and working for other people, I wanted to make financial planning accessible to younger people that need guidance too, and to do it as a fee-only fiduciary. After a lot of soul-searching and some not so gentle kicks in the butt from people I love, I struck out on my own to serve the people that traditional financial services firms won’t.
While you’re here, I hope you find some of the things I share to be useful. If you want to learn more, I hope you’ll get in touch.
-Brendan
My Services
You recognize money is a tool that can help you, but you want someone to help you make all of these important decisions. Let’s talk about what is most important to you, and build a plan that truly helps you live a meaningful life. Includes investment management design, implementation, and monitoring.
You have specific questions about your situation, and you need help quickly. Let’s address what’s stopping you from moving forward confidently towards your own meaningful life.
Fee-Only
Transparency is important to me.
I am a fee-only planner by choice, and that means no conflicts of interests for either of us to worry about.
Fiduciary
I deliberately established my business as a fiduciary because it legally binds me to always act in your best interest.
“Wait, some advisors aren’t required to act in my best interest?” Bonkers, I know.
Independent
I am not beholden to any fund family, insurance or annuity products. Go ahead and sleep easy knowing the advice you’ve received is objective and truly what is best for you.
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