Michael A. Dubis Financial Planning

Michael A. Dubis Financial Planning, LLC is a fee-only Registered Investment Adviser firm providing personalized financial planning and wealth management services. Founded in 2011 by Michael A. Dubis, the firm is based in Madison, Wisconsin. Michael Dubis holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member of the National Association of Personal Financial Advisors (NAPFA), which requires its members to be fee-only and adhere to a fiduciary standard.

The firm's business model is strictly fee-only, meaning it is compensated solely by its clients and does not receive commissions or other payments from the sale of financial products. This structure is intended to minimize conflicts of interest and ensure that the advice provided is objective. The firm specializes in serving individuals and families, helping them with retirement planning, investment management, and other financial goals. It operates under a fiduciary duty, which legally requires it to act in the best interests of its clients.

The core service offering revolves around creating a comprehensive financial plan tailored to each client's specific situation. This includes a thorough analysis of the client's financial state, goal setting, and the development of strategies to achieve those goals. Investment management services are also provided, focusing on building diversified portfolios aligned with the client's risk tolerance and long-term objectives. The firm emphasizes a client-centric approach, building long-term relationships and providing ongoing advice and support.

Keywords: fee-only financial planning, retirement planning, wealth management, investment adviser, fiduciary duty, personal finance, CERTIFIED FINANCIAL PLANNER™, investment management, individual financial planning, family wealth management