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Are you retirement ready?

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 Firm

Our Firm

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.

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Our Services

Our Services

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.

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Our Approach

Our Approach

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.

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Our Team

Jeremy L.  Meek

Jeremy L. Meek, CFP®

Managing Director, Relationship Manager

David B.  Trenner

David B. Trenner, CFP®

Managing Director, Relationship Manager

Andrew T.  Eskelsen

Andrew T. Eskelsen, CFA

Managing Director, Chief Investment Officer

4 Critical Social Security Facts

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.

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Calculate elaborate financial decisions with total calculation.

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Even more videos to enjoy.

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Managing your money involves more than simply making and following a budget.

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