Dowd Financial Planning
Dowd Financial Planning
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About Dowd Financial Planning…Taking the Worry Out of Your Financial Future Is Our Only Goal

Do you want to feel more confident about the financial decisions you make? Would you rest easier knowing that you are doing everything you need to in order to achieve financial independence? Do you want to have more time and freedom for the things you enjoy? You can.

Whatever your current situation, financial concerns have an impact on your life and relationships. We can help you make the financial decisions that will make the most of what you have now and help you build a more secure, enjoyable future.

David Dowd is a CERTIFIED FINANCIAL PLANNER™, Registered Investment Advisor in New Jersey and an Enrolled Agent with the Internal Revenue Service.

Dave is the owner of Dowd Financial Planning, a fee only comprehensive financial planning practice, in Montclair, New Jersey. Before starting his own firm, Dave had 28 years of work experience in payroll, benefits, finance and accounting with Viacom, CBS and Westinghouse.

Dave holds a Master’s in Finance and a Bachelor’s in Industrial Management both from Purdue University. He is a member of the Alliance of Cambridge Advisors (ACA), a community of comprehensive fee-only financial advisors. He is also a member of the Financial Planning Association and the National Association of Enrolled Agents.

When you work with us, you can expect:

  • Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
  • All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial Planners.”
  • Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
  • Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
  • The highest professional standards. We are committed to The ACP Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.


David Dowd
David Dowd, CFP®, EA
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