Dorman Financial Management
- Company typePrivate
- Founded2001
- HeadquartersMaitland, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Dorman Financial Management firmographics
Firmographics- Name
- Dorman Financial Management
- Legal name
- Dorman Financial Management, P.A.
- Website
- https://dormanfinancial.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Dorman Financial Management industry classification
Industry- Product category
- Personal Financial Planning and Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where Dorman Financial Management is headquartered
LocationHeadquarters
- HQ city
- Maitland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Dorman Financial Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: Fee-based investment advisory services. The firm is registered as an investment adviser with the SEC and provides comprehensive investment management services, managing portfolios of stocks, bonds, and other assets.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Dorman Financial Management product offering
Product offeringCore offering
Dorman Financial Management, P.A. is an independent SEC-registered investment adviser that provides a unified suite of personalized financial planning services. Its core offerings include investment management, tax planning, estate planning, retirement planning, college fund planning, and risk management, delivered as a single integrated advisory practice led by President Jim Dorman, CPA/PFS, CFP. The firm also offers educational resources such as financial calculators, a tax library, and a video library.
Product overview
Dorman Financial Management, P.A. is an independent registered investment adviser offering a unified financial advisory service centered on personalized client relationships. The core offering is a comprehensive suite of six integrated financial planning services: Investment Management, Tax Planning, Estate Planning, Retirement Planning, College Fund Planning, and Risk Management. These services are complemented by educational tools including Financial Calculators, a Tax Library, and an Educational Video library. The firm operates as a single integrated advisory practice rather than a modular platform, with all services provided through experienced advisors led by President Jim Dorman, CPA/PFS, CFP®.
Differentiator
Problem solved
Functional benefit
Companies that use Dorman Financial Management
Customer profileSegments1 record
Ideal customer profiles1 record
Dorman Financial Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature1 record
Dorman Financial Management partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered minor and core.
- Audubon Center for Birds of PreyminorCommunity volunteer partnership. Dorman Financial Management volunteers time quarterly with local not-for-profit organizations. Audubon Center for Birds of Prey volunteer activity documented for February 2026.
- Salvation ArmyminorCommunity volunteer partnership through Angel Tree program. DFM volunteers quarterly with Salvation Army, documented activities include December 2025 Angel Tree and annual distribution events.
- The Sharing CenterminorCommunity volunteer partnership. DFM volunteers quarterly with local not-for-profit organizations. The Sharing Center volunteer activity documented for August 2025.
- A Gift For TeachingminorCommunity volunteer partnership. DFM volunteers quarterly with local not-for-profit organizations. A Gift For Teaching volunteer activity documented for February 2025.
- New Hope for KidsminorCommunity volunteer partnership. DFM volunteers quarterly with local not-for-profit organizations. New Hope for Kids volunteer activity documented for July 2024.
- Second Harvest (Mercy Kitchen)minorCommunity volunteer partnership. DFM volunteers quarterly with local not-for-profit organizations. Second Harvest Mercy Kitchen volunteer activity documented for March 2024.
- Maitland Art and History MuseumcoreJim Dorman serves on the board of the Maitland Art and History Museum. The museum is also the venue for annual Client Appreciation Celebrations. This is a strategic community partnership for both board governance and event hosting.
- Enzian Theater (Advisory Council)minorJim Dorman serves on the Enzian Advisory Council. Community advisory role for local cultural institution.
Scale indicators2 records
Recent moves5 records
Expansion highlights3 records
Dorman Financial Management competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines:
- Hightower Advisors: Wealth management partnership platform serving high-net-worth individuals and families with comprehensive financial planning, investment management, tax and estate services — a direct competitor and roll-up acquirer of independent RIAs of DFM's profile.
- Carson Group: Large independent wealth management firm offering financial planning, investment management, and tax services to individuals — directly comparable in service breadth and target market, with an active roll-up M&A strategy targeting firms like DFM.
- Focus Financial Partners: Large RIA roll-up platform that acquires and partners with independent, fiduciary wealth managers like DFM — directly comparable as both a peer in the independent advisory space and a potential acquirer for Dorman Financial.
- Mariner Wealth Advisors: National independent RIA offering comprehensive financial planning, investment advisory, tax, and estate services to individuals and families — directly comparable business model and product mix to Dorman Financial Management.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Dorman Financial Management social profiles
Digital presenceDorman Financial Management compliance and trust
Trust signalCompliance1 record
Dorman Financial Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Dorman Financial Management leadership team
Management profileNumber of profiles
Profiles5 records
Dorman Financial Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Dorman Financial Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Dorman Financial Management
What does Dorman Financial Management do?
Dorman Financial Management, P.A. is an independent SEC-registered investment adviser that provides a unified suite of personalized financial planning services. Its core offerings include investment management, tax planning, estate planning, retirement planning, college fund planning, and risk management, delivered as a single integrated advisory practice led by President Jim Dorman, CPA/PFS, CFP. The firm also offers educational resources such as financial calculators, a tax library, and a video library.
Is Dorman Financial Management a public or private company?
Dorman Financial Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Dorman Financial Management founded?
Dorman Financial Management was founded in 2001. It employs 1 to 10 people.
Where is Dorman Financial Management based?
Dorman Financial Management is headquartered in Maitland, United States, in the North America region.
How does Dorman Financial Management make money?
One revenue line is on record: investment Advisory Fees.
Who are Dorman Financial Management's main competitors?
Broad incumbents on record are Edelman Financial Engines, Hightower Advisors, Carson Group, Focus Financial Partners and Mariner Wealth Advisors.
Does Dorman Financial Management have an API?
No public API is recorded for Dorman Financial Management.
What industry is Dorman Financial Management in?
Dorman Financial Management's product category is Personal Financial Planning and Wealth Management. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.