Our founder, Joseph A. D’Orazio, had a vision to provide expert advice to individuals and families by combining tax planning, comprehensive financial planning, investment management, insurance risk management, retirement planning, and education funding into one office.
Looking back 40 years later, servicing many of same families our office started with, D’Orazio & Associates, Inc. has expanded to become D’Orazio Advisors. The office has transformed from a sole practitioner into a team of dedicated professionals providing clients with unfettered access to our four departments: Tax Planning, Wealth Management, Financial Planning, and Estate Planning.
Founder, Director of Advanced Strategies
Managing Director, Tax Planner
Managing Director, Relationship Manager
Managing Director, Chief Investment Officer
Director of Investment Implementation
Tax Planning Associate
Client Services Representative
Neither personalized services nor the experience or expertise of a particular adviser should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.