# Dream Financial Planning

Dream Financial Planning is a RIA based in Washington, D.C..

## Overview

- **Organization type:** RIA
- **Headquarters:** Washington, D.C.
- **Assets under management:** Under $10M (Altss estimate)
- **Website:** https://dreamfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/lamar-watson-cfp%c2%ae-bb0b5442

## Regulatory record

- **CRD number:** 304086
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304086

## About

Dream Financial Planning is a fee-only, fiduciary, and independent financial advisory firm. It was founded to serve young professionals and minorities who typically lack access to fee-only and fiduciary financial services. The firm offers the DREAM Financial Planning Process™ and strategic financial planning solutions focused on building wealth, minimizing taxes, and helping clients retire early.

## Sectors

- Financial Planning
- Wealth Management

## People

- Lamar Watson — Founder and CERTIFIED FINANCIAL PLANNER™
- Lamar Watson — CFP®
- Lamar Watson — Founder and Financial Planner

## Questions

### What financial planning services does Dream Financial Planning offer?

Dream Financial Planning provides comprehensive financial planning, including retirement planning, estate planning, tax optimization strategies, and investment management for individuals and families, per public regulatory filings.

## Related profiles

- [VELA CONSULTING, LLC](https://altss.com/profile/vela-consulting-llc)
- [Fairbridge Capital Management](https://altss.com/profile/fairbridge-capital-management-llc)

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Last updated: 2026-08-11T15:06:35.052Z

Canonical page: https://altss.com/profile/dream-financial-planning

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