Photo: Mike Dubis (c) 2017 Grand Tetons September 2017

I work as the Family CFO for nice people who are deliberate about their


future so they can focus on the present.  


I also work well with families managing closely held assets; successful first and second generation business owners; professional real estate owners, and families with multi-generational and charitable planning goals.


"People are my clients, not just their portfolios."
- Mike Dubis

© 2002-2020 by Michael A Dubis Financial Planning, LLC