Dominic Bisirri

Dominic is a dedicated financial advisor committed to helping individuals, families, and small to mid-sized business owners make confident, informed financial decisions. He holds the Certified Plan Fiduciary Advisor® (CPFA) and Certified Exit Planning Advisor® (CEPA) designations, reflecting his expertise in retirement plans and business transition strategies.

Dominic earned his bachelor’s degree in accounting from Widener University and his MBA from Rowan University, combining a strong academic foundation with practical, client-focused experience. His work spans investment management, retirement income planning, and business succession and estate planning, allowing him to provide comprehensive guidance tailored to each client’s unique situation. His mission is simple: to deliver sound, strategic guidance that helps clients build, protect, and ultimately enjoy their financial future.

Dominic and his wife, Erica, are South Jersey natives living in Haddon Township.