01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Investments

When exploring the world of investments, it’s important to gain a broad perspective of the various types for a clear understanding of how each of them can work towards achieving your objectives. Each has its own investment characteristics which, when applied individually, may not be appropriate for...
 

Insurance

Insurance is essential to any comprehensive financial plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like...
 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
 

Managing Your Finances

Managing your finances is an important component to any financial plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax savings, we can...

Meet Our Team

John F. Dallavalle CPA, CLU, ChFC

Founder
John F. Dallavalle is the founder of Frederick Financial Planners, Inc with over 30 years of financial services experience. John is a member of the...

Eric J Dallavalle

Member Partner
Eric earned a Bachelor of Science (Accounting) degree from Mount Saint Mary’s University and a Master of Accounting from University of Phoenix. Eric...

Daniel J Swain CFP®

Director of Planning
Daniel Swain has served as the Director of Planning for Frederick Financial Planners, Inc since 2016. He grew up in the Czech Republic in Central...

We manage assets for individuals and families, providing investment management, and financial planning services.