A complete list of active advisors currently associated with Dream Bigger Financial, LLC
Warmer can help you find a great advisor at Dream Bigger Financial, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Dream Bigger Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Milwaukee, WI
| 5
|
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