Financial Planning That Starts with You
At Dovetail Financial, we believe financial planning isn’t just about numbers—it’s about your life, your values, and your peace of mind.
Our mission is simple: to help you worry less about what could go wrong so you can focus on what truly matters. That’s why we take a human-first approach, ensuring every financial decision is deeply connected to your unique story and priorities.
From Traditional Planning to Human-First Financial Guidance
Like many financial advisors, our Founder and CEO, Ross Marino, CFP, began his career in the 1990s with a traditional approach—setting goals based on numbers, projections, and financial models. But he quickly realized that life doesn’t always follow a formula. Priorities shift, unexpected transitions happen, and financial plans need to evolve.
That’s why he took a different path. Rather than fitting people into rigid plans, Ross and the team at Dovetail Financial developed a flexible, personalized process—one that starts with your story and ensures your wealth supports the life you want to live.
