999 Berkshire Boulevard
Our Primary Purpose
At Dorko Wealth Management and Estate Planning being of service to others is our primary goal. We help family businesses, individuals, and business owners plan for retirement and create a truly lasting legacy for future generations.
There are six ways we practice being of service to you in financial and legal matters.
While both brokers and advisors can provide investment advice and strategies, only an Investment advisor Representative acts as a Fiduciary, providing a higher standard of care. As such, Cheryl Dorko is bound by her IAR Fiduciary Registration to make recommendations with your best interest in mind.
At Dorko Wealth & Estate Planning, we have no conflicts of interest and offer no proprietary products. We have the freedom and objectivity to choose from among a wide range of solutions that are most appropriate to your situation.
Cheryl has over 20 years’ experience in the financial planning and investment industry and has extensive expertise helping clients achieve a worry-free retirement. Having worked to put herself through college, she knows firsthand the meaning of adversity, discipline, and success, and shares her experience and the lessons she learned with clients. She also brings years of experience as a business owner and teacher to the table.
At Dorko Wealth & Estate Planning, we are dedicated to gaining the trust and respect of both you and your other professional advisors. We make it a top priority to develop relationships with your entire family to help assure consistency and continuity for generations to come. An overwhelming majority of our legal and financial client families have been with us for over 20 years.
When you hire Dorko Wealth & Estate Planning, you have access to our Financial Team as well as our Legal Team. We also have access to national experts in fields such as alternative investments, legacy planning, selling or passing down a family business, and advanced tax planning. If we don’t know the best answer, we can get it!
You can take pride in your relationship with Dorko Wealth & Estate Planning. Most of our business comes by way of referrals from both existing clients and other professionals. We’re never too busy to be a resource to your friends & family or others who may need our expertise and guidance. Of course, anyone you refer will receive special attention and the finest service, beginning with a 10 Minute “Get Acquainted" phone call.
If you're interested in partnering with us to create and enjoy the kind of worry-free retirement you've worked hard to achieve, call us today at 610-372-1132 or schedule a 10 minute "Get Acquainted" phone call here so we can find out a little more about your situation and see how we might best be of service to you.