“I want women to know they can get good at managing their finances, and they know more than they think. Most of us already possess the internal resources to make sound decisions. It’s a matter of connecting with your financial intuition.”
Dorie Fain is Founder and CEO of &Wealth, a fee-only independent investment advisory practice dedicated to women who have begun to recreate their lives after the loss of their husband.
A third-generation investment advisor, Dorie spent 12 years at Smith Barney, where she became the youngest woman ever hired into their training program. But as much as she loved the rigors of comprehensive wealth management at a big firm, her intuition told her that clients deserved more. More patience, more thoughtfulness, more personalized attention, more flexibility, and a steady-as-we-go approach to planning that incorporated more of their whole lives. She followed her instincts and founded &Wealth to offer women more of everything that matters to them.
Since founding &Wealth in 2009, Dorie has watched her clients go from cautious observers to thoughtful investors. They do this not by monitoring the S&P 500, GDP growth, or employment numbers, but by connecting with their own intuition, trusting their instincts, and making thoughtful decisions—about everything from estate plans, to investments, to insurance plans, to retirement plans. Along the way, they rediscover resources and connections they had all along—family, community, wisdom, creativity, and a renewed sense of confidence.
When she’s not running after her four-year-old son, Dorie loves to run through books, tennis courts, ski slopes, and New York City streets. She is a board certified CFP® and a proud graduate of The Ohio State University.