Your Financial Situation is Complex
Let us simplify your life and help plan your future.
At D'Orazio & Associates, we serve as your financial advisor and source of support. Our advisors are dedicated to simplifying the complexities of the financial world, and as your advocate, we strive to learn about your most-valued goals and dreams. From individual investors to entrepreneurs, our services are designed for your success.
Our advisors are here to assist you in achieving your financial goals by providing personalized solutions, which include investment management, retirement planning, and estate planning. We believe in building lasting relationships with our clients based on trust and transparency, so you can navigate the complexities of finance with confidence and achieve a secure financial future.
Our experienced professionals offer tailored financial services and solutions to help you achieve your goals. We provide a range of services including tax planning, wealth management, and estate planning to empower you to make informed decisions about your wealth. Visit our services page for more information on how we can help build and preserve your wealth for future generations.
Our financial planning approach is comprehensive and personalized. It involves five main phases: the Initial Call, Asset Discovery, Introductory Meeting, Initial Phase, and Monitoring phase. Each phase plays a crucial role in understanding your financial situation and creating a tailored plan to help you achieve your goals.
Define Your Risk Number
The first step is to answer a short questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. We’ll work with you to pinpoint your exact Risk Number to guide kickstart the decision-making process.
Managing Director, Tax Planner
Managing Director, Relationship Manager
Managing Director, Chief Investment Officer
Founder, Director of Advanced Strategies
Social Security is a significant concern for many Americans and plays a vital role in retirement. Learn about important Social Security facts and what you should know as an investor.
Our goal is your success. Below are some resources to help you have a successful financial future.
A collection of handpicked articles.
Calculate elaborate financial decisions with total calculation.
Even more videos to enjoy.
Managing your money involves more than simply making and following a budget.
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin