Broker Check

Have Your Finances and Investments
All Under One Umbrella

Dobbins Wealth Management and Dobbins Financial are independently owned companies located in Phoenix, Arizona. Clients choose us for our unique approach to financial planning and wealth management.

Who We Are

By keeping our focus on you, we work as a team to demonstrate how your financial plan can create the future you always wanted. As an independent boutique firm, we are dedicated to helping clients with their tax, investments, retirement, and estate planning needs. We are one of the few firms who will not only help you understand how income taxes actually work but how the current tax rates apply to your personal financial and income positions. You will no longer be afraid of income taxes.

Our Distinction | Our Focus | Our Team

Our Distinction

We Go Beyond

Our ability to offer unbiased guidance ensures quality satisfaction that is not offered at other firms affiliated with overriding financial institutions. We will do what the typical Broker/Advisor does not do for you. We put your entire plan in writing. We will create a plan that guarantees you will never run out of money. We will tell you your current risk and the total fees you are paying. We then design a written plan for you that shows your reduced risk, reduced fees, increased income that will last for as long as you live, tax analysis to show you are not in a high effective income tax rate, your net monthly after-tax income, and how much money you can reasonably expect to leave your beneficiaries.

Independent Ownership

 Dobbins Wealth Management and Dobbins Financial are not affiliated with a parent company. We are simply focused on the best wealth management opportunities for you. We design a customized retirement plan that is your plan, not our plan, and not your current advisor’s plan.

Highly Trained Team

With decades of combined experience, the Dobbins team serves as a powerful resource for you, your business, or your family. We have highly trained professionals with decades of experience and certifications in the industry.

2 in 1

Dobbins Financial is a locally owned company specializing in tax consulting, tax preparation and bookkeeping services. Working in conjunction with Dobbins Wealth Management, we offer clients a holistic approach to meeting their financial goals.

Objective Advice

We allow our clients to experience financial freedom and diversity by providing a unique approach to wealth management and tax consulting.

World-class Access

Our stature within the industry allows Dobbins Wealth Management and Dobbins Financial access to top institutional money managers and other services not available to the typical financial advisor.

Our Clients

Over the past 10 plus years we have been extremely fortunate to have built outstanding relationships with our customers. Although ages, backgrounds, professions, and family status differ, our clients generally have investable assets of $500,000 or more. We choose to work with a limited number of clients who appreciate a notable level of expertise and individualized service.

Our Focus

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. We make it a priority to demonstrate a genuine commitment to the well-being of our clients and not merely the interests of the firm.

Our Team

The Dobbins Wealth and Dobbins Financial teams provide expert advice and exceptional service to each of our clients. We have proven experience delivering personalized services custom-tailored to meet your needs. We believe our commitment to listening and our capabilities to really hear what you are saying is key to your success.

Brian Dobbins

President & Managing Partner

(602) 279-5464

(602) 279-9767

Lisa Shivers

Executive Assistant

(602) 279-5464

(602) 279-9767

Saryn Vanasse

Administrative Assistant

(602) 279-5464

(602) 279-9767

Dan Coccimiglio

Business Development

(602) 279-5464

(602) 279-9767

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