Andrew McDowell
Managing Director & Senior Wealth Advisor
Miramar Beach, Florida
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Sourced professional profile
Dahlia Goldberg
Managing Director & Senior Wealth Advisor
Meet Dahlia.
Dahlia Goldberg builds and monitors customized wealth plans for affluent families, executives and business owners in Plano. She begins with clients’ goals and values, then coordinates implementation. Before joining Mariner in 2017, she worked in a family office setting with a particular focus on estate planning.
View professional sourceBefore your first conversation.
- Areas of focus
- Business owners · Corporate executives · Financial planning · Estate planning
- Credentials recorded in sources
- CFP®
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Contact verification
- Confirm current details before relying on this listing.
- Portrait source
- Photo matched to official biography · 2026-09-16
Make the first conversation count.
01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
Mariner
8 listed professionals
Mariner provides wealth planning and investment management alongside tax, estate, trust and executive planning services. Its advisor biographies describe personalized work with individuals, families and business owners.
Research before you connect.
Professional sources reviewed 2026-09-16. Location: Official biography office. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
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