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Brian Dumont

Dumont Financial LLC
New York, NY
Our Business is Your Financial Confidence

Meet Brian

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Introduction - Brian Dumont
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Golf - Balance - Brian Dumont
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Food - Balance - Brian Dumont
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Golf - Control - Brian Dumont
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Food - Control - Brian Dumont
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Golf - Efficiency and Transfers - Brian Dumont
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Food - Efficiency and Transfers - Brian Dumont
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Golf - Risk vs Safe - Brian Dumont
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Food - Risk vs Safe - Brian Dumont
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Golf - Taxes - Brian Dumont
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Food - Taxes - Brian Dumont
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Golf - Time - Brian Dumont
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Food - Time - Brian Dumont
Video Transcripts

Brian S. Dumont, EdM, is the Managing Partner of Dumont Financial, LLC, and has been in financial services since 2004. It is his passion to teach his clients how their money works and what their options are so that together they can construct an effective, highly customized financial strategy for themselves and their families.

Brian comes from a college background in both the liberal arts (B.A., Psychology, Saint Anselm College),…

Brian S. Dumont, EdM, is the Managing Partner of Dumont Financial, LLC, and has been in financial services since 2004. It is his passion to teach his clients how their money works and what their options are so that together they can construct an effective, highly customized financial strategy for themselves and their families.

Brian comes from a college background in both the liberal arts (B.A., Psychology, Saint Anselm College), and the teaching arts (Ed.M., Master in Education, Boston University). As a result, his approach to working with families is both from the psychological, “how to help us make better financial decisions” and the educational, “here’s how all the pieces of your economic life work together”. In short, Brian’s style is a little like educational therapy for your money.

One of Brian’s core beliefs about money is that clients have more to gain by preventing losses than by simply trying to chase the highest rate of return. This is a very conservative approach to wealth management that helps families build a foundation for their financial future. At the same time, it positions them with the ability to capitalize on opportunities as they come about.

Brian is a Circle of Wealth Master Mentor, which is a niche within the financial planning world that operates from the assumption that putting clients in control of their money is a central strategy for financial success. He is also a financial and estate planner, wealth advisor, wealth transfer specialist, college planner and resident of New York City. He is licensed in New York, New Jersey, Connecticut, Massachusetts, Maine, Florida, Maryland and Texas for securities, life, accident and health. Currently, he is the private financial and estate planner for a highly select group of approximately fifty families.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning
Insurance management
Alternative investments
LGBT services
Socially responsible investing

Experience with

Small business owners
Business executives
Entrepreneurs
Families

Fee structure

Fee & Commission
Flat Fee

Education

Bachelors - Saint Anselm College
Other post-graduate - Boston University
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