999 Berkshire Boulevard
At Dorko Wealth & Estate Planning, we help pre-retirees, retirees, widows, and those managing inheritance make sound financial decisions.
Not all advisors are created equal. In today’s financial world, it can be hard to know who is actually looking out for your best interests. This is why it’s important to work with an independent fiduciary like the advisors at Dorko Wealth & Estate Planning.
As fiduciaries, we are legally obligated to act in our clients’ best interests and only provide recommendations suited for them. Our clients place their confidence, trust, and reliance on us because we have a duty to act in their best interest.
We always put our clients’ interests above our own, and we will work hard to seek out the best investments for your needs.
Our business takes a holistic approach to wealth management because we also work hand in hand with Jeffrey Dorko, our estate planning attorney (and Cheryl’s husband) to ensure no stone is left unturned. By providing both legal and financial guidance, we help simplify our clients’ financial future.
Cheryl Dorko and her husband, Jeff, founded Dorko Wealth & Estate Planning, a family-led firm providing legal & financial solutions for all of life’s transitions. With more than 20 years of experience, Cheryl strives to help her clients pursue a worry-free retirement. Cheryl coordinates with her clients, making sure every piece of their financial puzzle is in place, from risk management to estate planning to investment management to tax planning. She is known for her compassion and empathy and her ability to easily understand her clients’ needs and dreams. She builds plans customized to their goals, concerns, and family situation.
Cheryl is a Master Registered Financial Consultant (MRFC®) with a bachelor’s degree from Bucknell University. She thoroughly enjoys working with her brilliant team, including her husband Jeff, their son Sam, and Jamie, their paralegal. When she’s not in the office, you can find Cheryl enjoying the outdoors, either canoeing, fishing, or hiking. She also loves reading, classical music, and studying birds. To learn more about Cheryl, connect with her on LinkedIn.