The Dover Group is a full service financial planning firm that counsels high net worth families. While the majority of our clients are either retired or approaching retirement age, our team also works with families who have a child or young adult with an emotional or physical disability. Our sensitivity and compassion in helping families plan for their future is what differentiates The Dover Group as a company. We draw on our own personal experiences, as well as those of other families that have faced similar challenges.
Daniel Williams graduated from Babson College with a triple major in Finance, Investments and Entrepreneurial Studies. Dan is a Certified Financial Planner, a Chartered Financial Consultant and has been named in Boston Magazine and The Wall Street Journal as one of Boston’s top financial planners. He is a frequent speaker to senior organizations and teaches several adult education courses in the Greater Boston community. Dan lives in Sudbury, and in his free time enjoys spending time with family, volunteering at his church, hiking, skiing, playing soccer and music with his sons.
Planning for you
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.
Financial planning provided by Williams Advisory Services, LLC, a Registered Investment Adviser.
This message is intended for the use of the person(s) to whom it is addressed.
It may contain information that is privileged, confidential, proprietary, and/or exempt from disclosure under applicable law