Donald O. Dority, CFP®, CPA, PFS, APMA Narrow Path Financial

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About Donald O. Dority, CFP®, CPA, PFS, APMA

Don graduated cum laude with a BS in Finance and Accounting and a minor in Spanish from UNC in Greeley in 1997 and went on to become a CPA. He is working on a Master’s degree in Personal Financial Planning at the College for Financial Planning in Centennial CO. After working in corporate finance and accounting for several years, Don founded Dority & Associates, LLC in 2004, and Narrow Path Financial Inc in 2014. As a CPA with the additional credentials of PFS (Personal Financial Specialist) and CFP® (Certified Financial Planner), Don brings a wealth of additional knowledge and experience to help his clients reach their goals.

Don’s work as a firefighter and paramedic for agencies like Larimer County Emergency Services, Loveland Fire Rescue and the West Metro Fire Protection District has given him unique insight into planning, tax and financial issues that affect the members of the public safety community. In his free time, Do n enjoys spending time with his cherished bride Sue and his four children. He also enjoys spending time with his church family, cycling, hunting, fishing, SCUBA diving and working around the rural acreage surrounding his home just outside of Fort Collins and Wellington.

Don is fluent in Spanish.

 

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Ideal Clients

  • Business Owners
  • Gen X
  • Offers Free Assistance to Furloughed Government Workers
  • Public Service Employees
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Monthly Fee: $100
  • Hourly Fee: $250
  • AUM Fee: .15%-2.00%

SEC Records

States Registered

  • Colorado

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