Our Story

Doffin Investments was founded in 2003 to provide clients with a simplified approach toward building and managing wealth. We offer practical, independent guidance that considers every aspect of our clients’ financial profiles based on the three pillars of prosperity: Save. Enjoy. Leave.

Doffin provides personalized, independent investment advice to a select group of like-minded clients. We seek deep, long-term relationships and work with our clients to achieve their goals through each stage in the wealth lifecycle. Everyone needs an effective, comprehensive financial plan. We serve clients of diverse means, goals, and temperaments, but all are united in their desire to control their financial lives, achieve independence and establish long-term security for themselves and their families.