Dokus Financial Partners, LLC is a distinguished financial and estate planning firm serving the greater Boston area, specializing in comprehensive wealth management and personalized advisory services. With over 30 years of experience, the firm stands out for its client-centered philosophy and expertise in tax-efficient wealth accumulation strategies for individuals, families, and businesses.
The firm’s approach is built on fostering long-term, trusted relationships through a deep understanding of each client’s unique financial goals. Led by Ron Dokus, a Certified Financial Planner, the team emphasizes integrity, personalized service, and strategic planning to help clients build and preserve wealth across generations.
Services Offered
- Financial Planner
- Estate Planning Attorney
- Investment Service
- Asset Management
- Cash Flow Planning
- Tax Planning
- Investment Planning
- Insurance Planning
- Retirement Planning
- Estate Planning
- The Living Balance Sheet
Serving the greater Boston area, the firm works with individuals, small businesses, families, and fiduciaries, offering tailored strategies to meet diverse financial needs and objectives.
