Financial planning & investment advice for individuals & business owners.

Based in Healdsburg, we help clients nationwide simplify complexity, make informed decisions, and stay aligned with their goals over time.

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Planning built around your goals.

Aligning assets, priorities, and actions over time leads to success.
We provide clarity, care, and confidence each step of the way. 

How we work with clients

Based in Healdsburg with operational offices in California, Texas, and Florida, we work with clients nationwide by phone and video and regularly travel to meet in person and share in the abundance of their success and community.

What you can expect

  • Fiduciary advice
  • Ongoing reviews
  • Tax-aware planning
  • Clear recommendations
  • Coordination with your CPA and attorney

What we ask

  • Open communication
  • Honest collaboration
  • A commitment to follow through
Stevan<br/>Dority<br/>

Stevan
Dority

works with individuals and business owners who want clearer financial decisions, coordinated advice, and a more organized view of their overall financial life.

Our <br/>Resources

Our
Resources

A team of planners, tools, and institutional partners to support your journey and support your financial life—whether you live in Wine Country or anywhere in the U.S.

Your <br/>Inner Circle

Your
Inner Circle

Collaboration with your family and your other professionals—such as your CPA and attorney—to coordinate the big decisions in one cohesive plan.

What clients say

“You’re being a very successful financial professor. We appreciate it. We were talking about that yesterday—how we were able to guide ourselves through this process of figuring what to do and what to get rid of. We got to an answer because you made it sound sensible to me; the way you explained it clicked.” – Current client, January 28, 2026

“A lot of it, if not most of it, is all you and your company with the programs and working with your partners. Your partners and everything like that. So I really appreciate that.” – Current client, December 10, 2025

“I’m really glad I came in when I did. I kind of wish I came in sooner, but it worked out and I’m learning a lot.” – Current client, December 10, 2025

testimonials were provided by current clients and were not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of all clients and does not provide a guarantee of future performance success or similar services. The client testimonials presented were chosen by the firm, people have different experiences.

When accounts, policies, and priorities live in different places, it is hard to make confident decisions.

We help organize the full picture so you can move forward with clarity.

 

Simplify your financial life…

Start a conversation to see your next steps