Dorn Wealth Management

Best of Madison Profile
Megan Dorn
Megan Dorn, Dorn Wealth Management

Best Wealth Management | Bronze Winner

Holistic Financial Strategy

At Dorn Wealth Management, clients get more than a financial planner; they get a partner. Megan Dorn’s expertise as a dually licensed financial planner and tax strategist enable her to coordinate and simplify the complexities of retirement, from tax efficiency to long-term care and estate planning.

Appreciative of her Bronze Best of Madison Award, Dorn says: “Thank you to my amazing clients and my incredible teammate Cassondra, who’s always so forward thinking and on top of things!” 8500 Greenway Blvd, Suite 101, Middleton, 960-7273,

Securities and Advisory Services offered through Harbour Investments, Inc.

For more Best of Madison winner profiles, click here.