Advantage

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 interest. 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.  

We pride ourselves on being independent which translates into the following benefits:

Objective Advice
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As an independent firm, we provide objective and unbiased advice that is solely focused on our clients’ financial well-being. We are “fee-only,” which means we don’t receive commissions for recommending investments or selling products, which helps ensure our clients’ interests always come first.

Comprehensive Solutions
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At Dvorak Financial Planning, we specialize in crafting comprehensive strategies tailored to your unique financial needs and goals. We tailor our solutions to each client’s unique needs and goals. With no pressure to use in-house or proprietary products, we have the freedom to explore a wide array of investment options and craft personalized strategies that align with each client’s financial objectives.

Collaborative Environment
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We believe in fostering partnerships with our clients’ professional service providers, such as attorneys and CPAs. Collaboration is essential to seamlessly integrating all the components of one’s financial puzzle in a cohesive and comprehensive manner.

Our logo featuring a capital “D” composed of various shapes is a compelling and symbolic representation of the multifaceted world of financial planning. Each shape within the “D” can be seen as a building block, representing the different components and strategies that come together to create a comprehensive financial plan.

Our Commitment To You

Discover how our guiding principles elevate your financial planning experience and help you work toward achieving your long-term goals. 

We are

compassionate and client-centric

By listening attentively and understanding your unique circumstances, we can offer guidance that resonates with your values and aspirations, fostering a strong advisor-client bond built on trust and mutual respect.

We value

trustworthINESS and transparenCY

Transparency and trust are at the core of our values. We pride ourselves on providing clear explanations, honest recommendations, and a commitment to always acting in your best interests.

We utilize

holistic financial planning

Our approach to financial planning covers every aspect of your financial life. By aligning all the pieces of your financial puzzle, we provide a clear path for working toward your financial future.

We emphasize

education and learning

We believe in educating clients and keeping them informed. We also promote a lifelong learning mentality, encouraging you to stay curious, engaged, and proactive in your financial education journey.

Our Trusted Partners

Dvorak Financial Planning is a partner firm of Uptick Partners (“Uptick”), a Registered Investment Adviser that offers independent advisors with a robust platform for starting their own practice. Uptick provides guidance and support for transitioning advisors and a community of like-minded advisors with shared backgrounds and common goals. Uptick is unique in their approach to partnering with breakaway advisors and targets a certain subset of advisors who stand to benefit from the founders' own experience and journey to independence.

We have selected BNY Mellon | Pershing (“Pershing”) as our custodian due to their robust infrastructure, advanced technology, research capabilities, and exceptional service. Pershing’s stringent security measures, industry reputation, and stability provide us with confidence in their ability to safeguard client assets. With 85 years of industry leadership and $2.5 trillion in assets under custody and/or administration globally, Pershing is a trusted choice for over 1,100 firms and 8 million investors.

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?

ADVANTAGE