We are a fiduciary registered investment advisor providing customized financial solutions

 

 

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Meet Your Advisor

Mihail Dobrinov CFA

Mihail Dobrinov is the founder and CEO of Trimon Capital Management, LLC. Prior to launching his firm, he had 25 years of varied experience in...

Professional Affiliations

Member, Fee-Only Network. Links people who need financial planning services with financial advisors who are only paid by fees from their clients. These advisors do not get commissions or other incentives to sell financial products. 

Member, the XY Planning Network. It is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. 

Latest Articles

You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most planning overlooks: even with a solid financial plan, your ideal retirement could still fall flat. That’s because real wealth in retirement doesn’t just live in your portfolio. It lives in your health, your relationships, and your sense of purpose. Let’s look beyond the numbers, and...
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45% of retirees could run out of money in retirement. 1 The good news? That outcome isn’t inevitable. The key is recognizing which costs get overlooked and building flexibility into your plan. Let’s explore five common blind spots and what you can do to prepare...