Dream Bigger Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
Dream Bigger Financial, LLC is an independent, single-advisor firm that primarily serves physicians, residents, fellows, and their families. The firm provides investment management, comprehensive financial planning (delivered mainly through an Ongoing Concierge Financial Planning engagement), one-time student loan strategy sessions, ongoing PSLF concierge support, educational seminars, and disability and life insurance review services.
The firm’s work is goal- and plan-driven, emphasizing asset allocation and modern portfolio theory while generally implementing passive strategies using index mutual funds and ETFs; investment management is available on a discretionary basis when contracted. Financial planning is delivered on a collaborative, non-discretionary basis with regular reviews and ongoing access to a dedicated planner to keep plans aligned with changing circumstances.
Distinctive features include a formal focus on student loan repayment strategy and Public Service Loan Forgiveness support, plus outreach to residency programs and medical schools, reflecting a practice tailored to the financial issues of medical professionals. The firm’s principal is separately licensed as an insurance agent and the firm provides insurance review services (and may receive commissions if a client purchases coverage), and the adviser uses the Altruist platform and model portfolios — a combination of insurance affiliation, targeted PSLF services, and platform/model use that is less common among solo independent advisers.
Client services
Expertise
Occupation focus
Fee options
Student Loan Strategy Session: $299 one-time fixed fee
0.50% annually standard fee, 0.35% annually discounted rate for investment management when bundled with financial planning
Commissions received only from insurance policy sales by licensed insurance agent
Ongoing Concierge Financial Planning monthly fees: $600/month individual, $700/month couple/family, additional $100/month for 1099 income clients; PSLF Concierge Support $99/month
Main office location
Dream Bigger Financial, LLC
725 W Freshwater Way, 404
Milwaukee WI 53204, United States
Number of offices
1
Most active in
Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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