Founder
Your Life, Your Wealth—Connected
Welcome to Dovetail Financial
At Dovetail Financial, we believe financial planning starts with your story, not spreadsheets. Every number represents a dream, a memory, or a future moment with loved ones. That’s why we put you first—listening to your hopes, concerns, and unique journey.
A Human-First
Approach
We take the time to understand what truly matters to you before diving into numbers. By connecting your life and wealth, we craft a plan that fits your goals, reduces financial stress, and empowers your future.
Personalized, Adaptive Guidance
Life isn’t static, and neither is our approach. We design flexible strategies that evolve with you, ensuring you stay financially secure while embracing new opportunities.
Balance and
Clarity
Every financial decision should make sense both numerically and personally. We continually ask:
Does it fit? Does it make sense financially? Will it ease your worries?
Our Services
Retirement Planning
Helping you prepare for a secure, fulfilling retirement while maintaining flexibility as life evolves.
Investment Management
Crafting a customized investment strategy that lets you sleep well at night and accomplish your financial goals.
Tax Planning
Implementing tax-efficient strategies to provide the income you need while minimizing taxes.
Estate & Legacy Planning
Ensuring your assets are structured to protect your loved ones and your legacy.
Risk Management
Identifying and exploring "what if" scenarios and ensuring you are prepared.
Our Team
Chief Operating Officer
Senior Financial Planner
CERTIFIED FINANCIAL PLANNER™
Branch Operations Manager
Financial Advisor
Client Services
Chief Financial & Compliance Officer
Client Services Assistant
A Book by Ross Marino
Shaping Change: A Guide to Navigating Life’s Transitions
Life doesn’t always go exactly as planned—and that’s okay. Some transitions are expected, while others take us by surprise. The key is learning to adapt and move forward with confidence. In our book, Shaping Change: How to Respond When Life Disrupts Your Retirement, we explore how to adapt to life’s unexpected shifts while maintaining financial stability and personal well-being.
Blogs
