Dollinger Management Employee Directory

Financial ServicesOregon, United States0-1 Employees

Dollinger Management is a financial services firm delivering investment management, debt and equity financing, financial and business development consulting, and financial planning to small businesses and individuals. Operating as a Registered Investment Adviser with fee-only portfolio management, the firm leverages the founder's CPA and CFP credentials to provide integrated tax planning alongside financial guidance. The company is based in Salem, Oregon, with a second office in Wilsonville, and serves clients throughout the Pacific Northwest.

Its client base includes families and small-business owners seeking coordinated financial planning and tax optimization. The firm is led by a CPA and CFP professional, enabling integrated tax planning alongside investment management and broader financial advice. It emphasizes education to help clients participate actively in planning their financial futures.

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