Lisa B. Dreher, CPA, CFP®
WELCOME ! Thanks for visiting the website for Lisa B. Dreher, CPA, CFP® and Dreher Advisory Services, PLLC. On this site you can find valuable information about who I am, what products and services I provide and why you might benefit from working with me as your financial planner. My vision is working with clients to create plans for their financial journey that they have confidence in achieving. If you need more information than what you find here, please call or e-mail me anytime.
At Dreher Advisory Services, PLLC, I provide fee-based financial planning and investment advisory services to individuals and small businesses. Through the planning process, I work with clients to discuss and define their goals and establish plans to achieve their objectives through proper management of their finances. I use the financial planning process to provide direction and meaning to your financial decisions and help you understand how each financial decision you make affects other areas of your finances. Because every client’s situation is different, I customize the planning process to address the unique needs of each family or business. As your financial planner, I serve as your financial “quarterback” and will work with your other advisors such as your CPA and your attorney to communicate your plan and coordinate the efforts of your entire team of advisors.
As an investment advisory representative, I provide fee-based investment advice on the assets which are to be managed to achieve your financial goals. I help clients understand the current level of risk in their portfolios and analyze the client’s tolerance for risk when managing their assets.
Please go to the Products and Services section of this site for further details.