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Through comprehensive planning we put the pieces of your financial puzzle together, to help you achieve...

Financial
  • Confidence
  • INDEPENDENCE
  • CLARITY

IN CULLMAN, ALABAMA
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Locally Rooted, Nationally Recognized

Based in Cullman, Alabama, Jonathan Dvorak, has been recognized as one of the best wealth advisors in the country by Forbes*.


Meet Jonathan Dvorak

Jonathan Dvorak is a dedicated financial advisor who founded Dvorak Financial Planning in 2024 to better serve his clients and act in their best interests. By establishing his own independent firm, Jonathan is able to add value by ensuring that all the pieces of a client’s financial plan are integrated and coordinated in one place.



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Advantage
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We foster deep and longstanding relationships with our clients, guiding them with compassion, trustworthiness, and a commitment to holistic planning that puts all the pieces of their financial puzzle together in one place.

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Approach
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Our approach is centered on comprehensive financial planning that meticulously pieces together every aspect of your financial puzzle to create a personalized plan to meet your unique financial goals and to create a roadmap for your financial future.

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“
I chose independence to prioritize my clients above all else, enabling me to offer unbiased advice and access a diverse range of top-notch financial solutions tailored specifically to their needs, ensuring their financial success is my sole focus.
Jonathan Dvorak, CFP
Founder & Financial Advisor

Our Services

All of the pieces of your financial puzzle perfectly aligned in one place – that’s the beauty of our approach to comprehensive financial planning. 

FINANCIAL
PLANNING
WEALTH
MANAGEMENT
RETIREMENT
PLANNING
INSURANCE & RISK
MANAGEMENT
CHARITABLE
GIVING
MULTI-GENERATIONAL
PLANNING
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FAQs

To learn more about the advantages of our new firm, we invite you to read this set of questions and answers.

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As a previous client, can I keep working with you?
Why didn't you notify clients you were starting your new firm?
Why did you decide to go independent and open Dvorak Financial Planning?
Where are you located now, and how do I contact you?
As a previous client, can I keep working with you?
Why didn't you notify clients you were starting your new firm? \
Why did you decide to go independent and open Dvorak Financial Planning?
Where are you located now, and how do I contact you?
As of April 3, 2024. The Forbes ranking of America’s Top Wealth Advisors and Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. SHOOK does not want 300,000 nominations and sets thresholds to minimize the quantity they receive. Below is the data related to the number of individuals considered for the rating/award: 44,990 nominations received, based on high thresholds 23,876 invited to complete online survey 20,412 total telephone interviews 4,926 total in-person interviews at advisors’ locations 1,507 total virtual interviews 8,507 total number of advisors receiving a ranking/award
Ready to piece together your financial puzzle and start planning for your future?
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