Dobson Asset Management LLC

The firm advises individual clients—including both non‑retail and high‑net‑worth households—and provides advisory services to businesses and nonprofit organizations, delivering fee‑only financial planning, investment management, and retirement-plan consulting. Services include general and goal‑specific financial plans, ongoing investment supervisory services, and organization-focused consulting such as retirement plan design.

Its workflow is planning‑driven: the advisor conducts data gathering and goal setting, identifies strengths and concerns, produces a written plan, and then implements investment supervision once a plan is accepted. Investment supervision may be provided on a discretionary or non‑discretionary basis and, for organizational clients, includes developing an investment policy statement, asset allocation studies, and a structured money‑manager search.

The firm is small by assets and staffing yet highlights a long tenured principal with prior experience forming an affiliation of independent advisors and holding a senior role at a trust company—background elements that are less common among similarly sized RIAs. The brochure also emphasizes a fee‑only model with both project/hourly planning options and active involvement in nonprofit investment committees, reflecting a combination of institutional experience and community engagement that distinguishes the practice.