^About

About Dawkins Financial

What Drives Us

I’ve always been wired to work toward something—whether it’s training for a race, pushing toward a new personal best, or building my business. I value discipline, consistency, and long-term progress.

That same mindset carries into how I work with clients.
This isn’t about chasing returns or “winning” for the sake of numbers. It’s about helping you make smart, consistent decisions that move you closer to what matters most—retirement, income, family, and long-term security.

Everyone’s goals are different, but the process matters.
You may already be focused and driven in your career or personal life—but that doesn’t always translate into your financial planning. That’s where I come in. This is what I do, and I bring that focus and structure to your plan.

At the end of the day, it’s not about money for the sake of money. It’s about using what you’ve built to create clarity, confidence, and a plan that works.

Reach out and learn more

No-Cost Financial Review

Start With a No-Cost Financial Review

Before any fees, before any commitments—just clarity.

I believe you should fully understand where you stand financially before deciding whether to work with an advisor. That’s why the first step is a no-cost, no-pressure review of your current situation.

During this process, we’ll walk through:

Your current investments and accounts
Retirement readiness and income planning
Tax considerations and potential inefficiencies
Risk exposure and portfolio alignment
Estate planning gaps or opportunities

My goal is simple: identify where you are today and determine if there are meaningful ways I can add value.

If There’s No Value, There’s No Fee

If I don’t see a clear opportunity to improve your situation, I’ll tell you that. There’s no cost and no obligation to move forward.

If I do identify opportunities, we’ll walk through them together—clearly and transparently—so you can decide if it makes sense to take the next step.

Transparent Fees—On Your Terms

If we decide to work together, we’ll have a straightforward conversation about how I’m compensated.

Fees are fully transparent—no hidden costs
In many cases, you’ll have flexibility in how I’m paid
Everything is clearly outlined before anything is implemented

Fees should never be a barrier to getting good advice. The real question is whether the value provided exceeds the cost—and that’s something I make sure you can clearly see.

Focused on Net Value

At the end of the day, my job is to help you make better financial decisions—ones that improve your long-term outcome. If I’m doing that well, the value should be evident net of any fees you pay.

No-Cost Financial Review

Start With a No-Cost Financial Review

Before any fees, before any commitments—just clarity.

I believe you should fully understand where you stand financially before deciding whether to work with an advisor. That’s why the first step is a no-cost, no-pressure review of your current situation.

During this process, we’ll walk through:

Your current investments and accounts
Retirement readiness and income planning
Tax considerations and potential inefficiencies
Risk exposure and portfolio alignment
Estate planning gaps or opportunities

My goal is simple: identify where you are today and determine if there are meaningful ways I can add value.

If There’s No Value, There’s No Fee

If I don’t see a clear opportunity to improve your situation, I’ll tell you that. There’s no cost and no obligation to move forward.

If I do identify opportunities, we’ll walk through them together—clearly and transparently—so you can decide if it makes sense to take the next step.

Transparent Fees—On Your Terms
If we decide to work together, we’ll have a straightforward conversation about how I’m compensated.

Fees are fully transparent—no hidden costs

In many cases, you’ll have flexibility in how I’m paid

Everything is clearly outlined before anything is implemented

Fees should never be a barrier to getting good advice. The real question is whether the value provided exceeds the cost—and that’s something I make sure you can clearly see.

Focused on Net Value
At the end of the day, my job is to help you make better financial decisions—ones that improve your long-term outcome.
If I’m doing that well, the value should be evident net of any fees you pay.

Review & enjoy life

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Meet Alan Dawkins

Born and raised in Hampton Roads and a College of William & Mary graduate, Alan Dawkins is a Certified Financial Planner® with Dawkins Financial. Alan has over 28 years of experience advising clients on asset accumulation, retirement planning, estate planning strategies and education planning. As the son of schoolteachers and grandson of a former Morehouse College president, Alan places a high importance in the role he serves as an educator to his clients in the pursuit of their financial goals.

In addition to the experience and educational requirements, ethical standards, and the comprehensive examination requirements of the CFP® certification and the Retirement Income Certified Professional designation (RICP®), Alan has obtained several professional registrations. These include Series 6 and 7 General Representation Registrations, the Series 63 Uniform Securities Agent and the Series 65 Uniform Investment Advisor Law registration held through LPL Financial and Colonial River Investments. He also holds Life, Annuity and Variable Contracts insurance licenses in several states nationwide.

Personally, Alan has earned the prestigious Eagle Scout honor where he learned the importance of serving his community and served on the Executive Board of Directors for Habitat for Humanity Peninsula and Greater Williamsburg. Alan is an avid soccer fan, a former competitive soccer player and cyclist and a two-time finisher of Ironman distance triathlons. As recent as 2023, he had the opportunity to summit Mt Kilimanjaro, in Tanzania (Africa’s highest point at 19,341 ft). Alan and his wife Christine have two young children, Morgan and Wesley and they reside in Yorktown, Virginia.

Learn more