Margaret  Doviak,  CFP<sup>&reg;</sup> - Financial Advisor

Margaret Doviak, CFP®

Ph.D.,

D.M. Wealth Management, Inc.

201 E. Main Street
Norman, OK 73069
FINANCIAL ADVISOR'S WEBSITE
(405) 329-8884 CONNECT WITH Margaret
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General

Margaret Doviak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at D.M. Wealth Management, Inc. in Norman, OK and the surrounding communities.

Financial Advisor Overview

D.M. Wealth Management, Inc. was created to provide central Oklahoma residents with a financial planning and money management alternative to brokerage firms.

INDEPENDENCE: D.M. Wealth Management is an independent financial planning boutique that is not a branch of a larger corporation.

TRANSPARENCY: D.M. Wealth believes that financial firms have the obligation to provide clear, easy-to-understand information for clients about potential investment opportunities, current portfolio holdings, and financial planning decisions.  They should never need to fear surprises in unexpected charges, redemption fees, or mandatory holding periods.

FIDUCIARY RESPONSIBILITY: We believe managing finances in a clients’ best interest, not the firm’s best interest, is a responsible goal. However, many banks, insurance companies, and broker-dealers have taken the stance that they are legally exempt from this responsibility. At D.M. Wealth Management, we are proud to be your fiduciary.

PERSONALIZED COMPREHENSIVE SERVICES: True financial planning is a complex process involving all areas of your financial life, cash flow, debt management, retirement, estate strategies, tax reduction, portfolio construction, and risk management. D.M. Wealth works with clients to create a financial plan that addresses individual areas of concern. We have CPAs and attorneys available to assist with implementation, if desired.

DEDICATION TO PROFESSIONALIZATION: Financial planning should be practiced by someone with comprehensive proficiency, a desire for continuing education, experience, and unquestionable ethics. At D.M. Wealth Management, we believe that all individuals using the title "financial planner" should be CERTIFIED FINANCIAL PLANNER™ practitioners.

EDUCATION: Financial knowledge is the right of all Oklahoma residents. DM Wealth Management works with Oklahoma teachers, students, and individuals to help foster financial literacy. We try to help our clients make informed decisions through newsletters, resources, and seminars.

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Financial Advisor Experience

BACKGROUND

  • CERTIFIED FINANCIAL PLANNERTM Practitioner
  • Master’s in Finance, Financial Analysis
  • Advisory Board Member, Journal of Financial Planning, Denver, CO
  • Academic Committee, Financial Planning Association, Denver, CO
  • Secretary, Central Oklahoma Financial Planning Association, Oklahoma City, OK
  • Nazrudin Financial Planning Think Tank Member

EDUCATOR

  • Ph.D. in Curriculum Development
  • Associate Adjunct Professor, College for Financial Planning, Denver, Colorado

BOARD MEMBER

  • Board Member, Oklahoma Council on Economic Education
  • Member, Jump$tart Coalition for Financial Literacy
  • Financial Consultant, Women’s Resource Center Board of Directors
  • Task Force and Implementation Committee, Oklahoma Passport to Financial Literacy (Oklahoma’s  financial literacy mandate for secondary students)

SPEAKER

WRITER

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Master's of Finance, Financial Analysis major

Insurance Licenses

  • Life insurance: OK
  • Health/disability insurance: OK

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Cross-border Planning, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources