Firm Overview

For over two decades our focus has been to align our clients' wealth with their values. At The Herlong & Doran Financial Group, LLC we offer trusted counsel to affluent individuals and their families, business owners and executives that value customized and proactive financial planning. Our clients have one thing in common, they are focused on their futures.

Our Mission

We help create and execute an integrated wealth plan and implement a lasting legacy that reflects our clients' values and goals, love of family, business aspirations, and community involvement.

Our Clients

Here at Herlong & Doran, we work with a wide variety of clients at all stages of life. From young families to retirees and everything in between, we help people who are mindful about their money to protect and grow their wealth. We commonly work with business owners and executives, individuals and families, pre-retirees and retirees, and the common thread among them is that they care a lot about their families and communities, and want to make sure they're making wise decisions with how they spend, save, and invest their money.

Our Strategic Partners

Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed.