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Our Family Wants to Meet Your Family

Cheryl and Jeff Dorko founded Dorko Wealth and Estate Planning in 1993 when Jeff opened his own law practice. Cheryl began working with him managing his office. Her days quickly became filled with answering financial professional’s questions or assisting them in transferring their client’s assets to a trust or an estate to a beneficiary. In watching this unfold, Jeff saw a niche role for his wife and encouraged her to get securities licensed and start her own wealth management firm. From this idea, Dorko Wealth & Estate Planning was born.

At our firm, we have the client—and only the client—in mind.

After a rewarding career as a sound engineer, Sam Dorko, Jeff and Cheryl’s son joined the firm as a financial associate. Sam felt his passion for service and helping others was not being fulfilled in his former career and made the decision to move from Los Angeles to Pennsylvania. He is now proud to be an essential part of the family team and to be of service to clients in impactful ways.

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Client Centered

Client Centered

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 below so we can find out a little more about your situation and see how we might best be of service to you.