Dovermont Wealth & Tax Solutions was born out of a simple but powerful truth: financial planning shouldn’t be a luxury.

For too long, everyday people—teachers, nurses, new business owners, single parents, and first-generation professionals—have been left out of the wealth management conversation. Large institutions often overlook clients who don’t meet high asset minimums or who need guidance that doesn’t come with a five-figure price tag. Dovermont was created to change that.

Founded by a financial professional who understands the challenges of navigating the system without a road map, Dovermont’s mission is to make financial advice clear, compassionate, and accessible. We believe that everyone deserves a shot at building wealth—not just the wealthy.

From helping families save for their child’s education to supporting individuals dreaming of early retirement or buying their first home, our work is centered on one goal: to help you achieve your version of the American dream—without the overwhelm or unnecessary costs.

We’ve removed the red tape, replaced industry jargon with real conversations, and built a practice that puts people before profits. No stuffy boardrooms. No judgment. Just real planning for real people.

Whether you’re starting from scratch or looking to improve the financial plan you already have, Dovermont is here to guide you—step by step, with clarity and heart.