YOUR ADVISOR
This person wants to make sure you have the best damn retirement.
BRENDAN DOOLEY
CERTIFIED FINANCIAL PLANNER™
Professional
Chartered Retirement Planning Counselor™
Retirement Income Certified Professional™
Firm Founder • General Nice Guy
Cares a LOT about Retirement *
Brendan has seen a lot of great people miss out on the retirements they deserve.
People who worked their whole lives, saved a lot, and then didn't get a chance to use what they had. Health, and time, got in the way.
He founded Buoyant Wealth to help people intentionally spend their money, during a meaningful retirement.
Brendan's Story:
From a young age, Brendan has been fascinated by the value of a dollar. He took on every job imaginable from a young age (ask him about his janitor days!) in pursuit of stability, independence, and survival.
Eventually, he found his way to financial planning only to discover that the options out there for retirement planners were pretty generic, and fairly impersonal.
He founded Buoyant Wealth to change that – to partner with folks and actually co-design a retirement that they were excited about, and felt allowed to enjoy.
His understanding of the value of a dollar continues to evolve, but takes on new meaning when it comes to what it can bring to a retirement worth having.
Certifications:
Proud Member Of:
OUR PHILOSOPHY
A Great Retirement isn't just about math.
It's one of the biggest transitions of your life.
A change of identity. A shift in time.
You might be asking:
What kind of life do I want?
And how can my portfolio support that?
Like you, Brendan started saving early (age 14 to be exact).
From a young age, Brendan worked three jobs to fund a life (and lifestyle) he was already dreaming about. Lawn care? Yep. Country club valet? Sure! Would he even be a janitor at an elementary school? You're gosh-darn right.
Brendan discovered the power of earning and saving, and eventually found his way to what he knows is his true calling: helping people make big (and small) decisions with their money.
After some not-great experiences with bigger firms, it became clear: retirement-minded folks deserve better.
Brendan established Buoyant Wealth to specifically serve people transitioning to (and enjoying) retirement. His favorite part, though? Helping clients to see how to comfortably make that transition, and collaboratively explore what else is possible in retirement.
When not wearing the cape, Brendan buzzes with excitement while hanging out with his two delightful kids, actively inventive wife, and super dog (named Buoy, naturally) in Flourtown, PA. He might rather be in Philly where the great pizza is, but otherwise loves life.
That's where we come in.
The more we get to know you, the better we can truly serve you and your family.
And then we can discover, together, what your ideal retirement looks like.
The difference between our firm and the 'usual'?
They mostly care about ... growing the pile.
Us? We help you get ready to retire, and spend your hard-earned cash (while you can enjoy it!).
Who We Work With
We're a retirement-focused planning + investment firm. That's truly what we love, and what we spend all day, every day doing.
So if you're nearing retirement, or starting to think about it more seriously, we'd be a good fit to chat with.
We work with retirement-minded folks with $2–5M portfolios, with at least $1M of investable assets, as a minimum.
If you don't meet this criteria, we might not be a great fit, but you can always reach out anyway, and we can provide resources for you!
We're just as invested in your amazing retirement as you.
We are looking for people who want more from their advisor, because our aim is to give more than you might expect. We invest deeply in our relationships and work best with people who value this.
Our Clients Are:
Longtime Savers
We tend to work with folks who have accumulated and saved carefully over their working years, and now are often in the position of having more than they need to survive.
We work on understanding the thinking behind the saving, and helping to spend and use resources in a way that feels in line with what you actually care about.
Having Some Ideas
When we hear a passing thought or idea, our ears perk up, and we ask about it. Why?
Because chances are, it might be a key to a great retirement! We support those ideas and help envision pathways to getting there.
Progressive Values
We support progressive folks!
Nothing personal, just a long-held firm value honoring science and the environment (among other things).
Our clients often want to align their investments with those values, and we have some great tools for that.
Our clients are:
Longtime Savers
We tend to work with folks who have accumulated and saved carefully over their working years, and now are often in the position of having more than they need to survive.
We work on understanding the thinking behind the saving, and helping to spend and use resources in a way that feels in line with what you actually care about.
Having ideas about their retirement
When we hear a passing thought or idea, our ears perk up, and we ask about it. Why?
Because chances are, it might be a key to a great retirement! We support those ideas and help envision pathways to getting there.
Left-Leaning
We support progressive folks!
Nothing personal, just a long-held firm value honoring science and the environment (among other things).
Our clients often want to align their investments with those values, and we have some great tools for that.
A Great Retirement isn't just about math.
It's one of the greatest transitions of your life.
A change of identity. A shift in time.
What kind of life might you have? And how will your portfolio enable that?
Explore what 'golden' means to you
Partner with you to achieve it
That's Why We:
Because we think retirement is more than just a money thing.
We believe that retirement is a time in your life when you get to pursue or do whatever you truly want, without work to restrict you.
Discovering that AND planning for it? That's the meat and potatoes right there!
Because we're easy to talk to.
Your financial advisor will help you make some pretty important decisions. And money stuff...gets a bit touchy.
We work to be an inviting and comforting voice in the whole process, so chances are, you'll feel a lot better telling us your concerns!
Because we ONLY do retirement planning.
Remember how you saw "retirement planning" on the list of things the firm will do for you?
We ONLY do that! Because it's a LOT (see here >).
So if you're planning your retirement, you might want a firm that specializes in this upcoming time of your life.
