Dorie Fain is the founder and CEO of &Wealth, a boutique financial advisory firm dedicated to helping women who are recreating their lives, with offices in New York City and Baltimore.
Published 6/10/2016 in The Maryland Daily Record I read an article about a CEO who takes off work every Friday to get away from the office and open his mind to new ideas. My first reaction was to imagine that this CEO lives in the Pacific Northwest and is likely an avid extreme sports enthusiast.…
Published 5/6/2016 in The Maryland Daily Record Hiring a financial adviser is a very important decision, one that has grown ever more complicated. Knowing the different aspects that go into selecting a financial planner, adviser, broker, consultant, agent, salesperson, shark, order taker … has the potential to be incredibly valuable yet also dangerous if an…
Published 4/8/2016 in The Maryland Daily Record I have been a retail customer of a large bank since 1997 and became a business banking customer of the same bank since starting my business in 2009. As a new startup, I was able to establish a working line of credit soon after, which turned out to…
Published 3/11/2016 in The Maryland Daily Record I’m a third-generation Certified Financial Planner. I got an early start in the industry as a “financial consultant” at a major financial services firm. My dad, who retired in 2010 after 45 years in the industry, was my greatest champion in pursuing this career. In February I passed…
Published 1/8/2016 in The Maryland Daily Record As we begin 2016, I am starting off the year with a Q&A from recent conversations we’ve had with clients who are preparing to start the new year off with a focus on financial fitness. Q: What are the “need-to-know” facts about my financial life? A: These are…
Published 12/13/2015 in The Maryland Daily Record Dear Tony, It would take a great deal for me to ever imagine a time that I would be writing you a letter to share my disappointment in anything you have spoken, written, shared or inspired. For years, it is your wisdom that I have turned back to…
Published 8/13/2015 in The Maryland Daily Record It was brought to my attention recently that, as a growing business, our thriving company has outgrown its office space. My first reaction was to be defensive, as though I couldn’t have possibly allowed my group to work in such unworkable conditions. This observation though, by a well-meaning…