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Dorie Rosenband

Dorie Rosenband

After a twelve year career serving clients at Smith Barney, Dorie decided to fulfill the entrepreneurial legacy of her family. As the third generation of financial planners in her family, she established &Wealth Partners to provide private clients with a new model for financial services management.\r\n \r\n Her philosophy was simple: create a customer-centric financial management company, where clients form the nucleus of all services provided, and where the spirit of independent thinking is a valued commodity. Her vision of a relationship-based model drove the formation of &Wealth Partners.\r\n Dorie is certified by the Certified Financial Planner Board of Standards, Inc.\r\n (CFP®) for meeting education, examination, experience, and ethics requirements. Her practice is focused primarily on serving the needs of women who are managing the emotional and financial complexity after the loss of their spouse. Dorie provides support to her clients in the areas of organizing their financial management system, determining needs for spending, Estate Planning, Investment Planning, Insurance & Risk Planning, Income Tax Planning, and Retirement Planning & Employee Benefits.\r\n Born and raised in Providence, Rhode Island, she is the daughter of Toby Fain, who spent her career dedicated to serving children with special needs in the public school system, and Robert Fain, the owner of Fain Financial Services.\r\n An avid skier who aspires to conquer Buckeye on Empire Mountain, Dorie is a graduate of The Ohio State University and lives with her husband, Michael and son, Toby Buck, in Baltimore, Maryland.\r\n