Dreams Come True.

We at Dagher Wealth Management have experienced this firsthand in our own lives. It starts with a goal that is reverse-engineered into a plan.

Finding Opportunity, Independence, & So Much More.

Immigrating to the United States from Lebanon at a young age, Micheline understands economic hardship. She cultivated her work ethic from her hard working parents doing everything in their power to provide a better life for her. Micheline yearned for a life of financial independence and upon graduating high school went to Bircham International University and earned her bachelor’s degree in business management with a major in finance. She would also take advanced courses in finance from Northeastern University in Boston. Micheline’s path in financial services had begun.
During this time she met her husband Joseph Baaklini. Joseph was also from Lebanon and shared Micheline’s dream of financial independence in the United States. Unlike Micheline, Joseph’s family in Lebanon was wealthy. His father was instrumental in building the U.S. Embassy in Lebanon. Joseph never thought that amount of wealth could ever run out. Until it did. High risk investments liquidated his family fortune in a short time frame and Joseph moved to the United States for a better life. Financially struggling while in college, Joseph lived in his car for a time to save money. Overcoming his financial hardships, Joseph eventually worked his way up to Global Director in a Fortune 500 company and holds his series 65 and AAMS® certification.
Micheline spent many years of her career putting her heart and soul into helping build an investment advisory firm. She has always been hyper-focused on serving her client’s needs outside of corporate big box agendas. Micheline realized the only way to do this was to become an independent financial advisor. Not considering herself an entrepreneur by nature, Micheline decided to apply for positions at two prestigious Boston firms. She was offered positions at both, but her past experiences with corporate agendas over client interests gave her serious reservations.
Understanding his wife’s reservations, one Palm Sunday, Joseph surprised his wife with a true gift from the heart. He presented Micheline with a website he’d designed and the paperwork he’d filed for the company he started for her, Dagher Financial LLC. “You’re not going to repeat the same history,” he said. “You love what you do and you’re one of the best at your job. It’s time to stop doing it for somebody else’s firm.”
Today, Micheline and Joseph live their dream of independence by building comprehensive financial plans that serve only one agenda, their client’s.

Micheline Dagher

Founder & Financial Coach
CRPC®, AWMA®, AAMS®, NSSA®

Joseph Baaklini

Co-Founder & Wealth Coach
AWMA®, CRPC®, AAMS®

Advocates of Independence

At Dagher Wealth Management we sit on the same side of the table as our clients. Your goals are our goals. Our financial advisors work closely with you to develop a strategy that helps realize your retirement independence by addressing risk, accounting for your assets, and preserving your current lifestyle.

Your Dream.

Our Plan.

Our primary focus is to help you develop a holistic retirement plan that caters to your immediate lifestyle needs with secure investment options. Additionally, we seek to grow your future and legacy through strategies that capitalize on market growth opportunities, while also considering tax efficiency, social security optimization, and healthcare needs.
Whether you are already retired or nearing retirement, we are committed to helping you gain financial independence. Our approach involves personalized, hands-on service that emphasizes education on financial products and concepts, as well as taking the mystery out of investing, insurance, estate conservation and preserving wealth.
Beyond Stocks:
A Holistic Approach to Retirement Investing
Click the button below to download Joseph Baaklini’s blog and learn more about the importance of diversification and alternative investment strategies in building a robust retirement portfolio.
Download the Blog

In The Media

WRKO 680AM Radio
Saturdays at 12 PM

Events

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Social Security & Income Planning Dinner
April 9 – 5:45 PM
The Chateau Restaurant Burlington
43 Middlesex Turnpike
Burlington, MA 01803
Click Here To Register

Schedule an Appointment for a Written Financial Plan

781.365.8383 • info@dagherfinancial.com
841 Main St., Suite 4
Walpole, MA 02081
10 Mall Rd., Suite 301
Burlington, MA 01803
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

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Micheline Dagher

Founder & Financial Coach
CRPC®, AWMA®, AAMS®, NSSA®
As an investment adviser representative held to the fiduciary standard, Micheline Dagher specializes in the risks of retiring today to help clients to realize their success. Since 2011 she has dedicated her career to understanding the rules, regulations, and tax laws that can go on to affect your portfolio’s durability. She embraces this challenge by putting together holistic plans that give clients three things: 1) a reliable income that can compensate for the effects of inflation, 2) a customized Social Security strategy, and 3) an extra layer of protection against the rising cost of healthcare. She believes that everyone deserves a plan designed for them that includes everything—income, debt, investment accounts, even your bucket list.
Also known as Micha or Michelle, she serves residents in and around the Boston, Massachusetts area. She holds her life insurance license in MA, RI, NH, FL, ME, and NM. She is a National Social Security Advisor certificate holder, an Accredited Asset Management SpecialistSM, a Chartered Retirement Planning CounselorSM, and an Accredited Wealth Management AdvisorSM.
Before becoming founder of Dagher Wealth, Micheline earned her bachelor’s degree in business management with a major in finance from Bircham International University. She also took advanced courses in finance from Northeastern University in Boston. A member of the National Ethics Association and the National Association of Women Business Owners (NAWBO), Micheline is originally from a small village in Lebanon. She has experienced different cultures across the world and speaks three languages: Arabic, French, and English.
An active member of Our Lady of the Cedars of Lebanon in Jamaica Plain, MA, Micheline is also a supporter of St. Anthony of the Desert in Fall River, Saint Theresa Church in Brockton, and Saint Catherine of Sienna in Norwood. She is married with two sons, George and Jonathan. When not serving her clients, Micheline can be found with her family enjoying a variety of outdoor activities such as biking, swimming, and basketball.

Joseph Baaklini

Co-Founder & Wealth Coach
AWMA®, CRPC®, AAMS®
Joseph Baaklini doesn’t work with margins. After 20 years in corporate America—and becoming the global director of a Fortune 500 company—Joseph traded in operating margins for independence. He now takes pride in helping people achieve their financial goals in retirement by coaching them through building wealth for themselves and their families.
Joseph goes beyond transactional relationships and works with people to create a true plan for their financial futures.
He helps people:
  • Cut down on spending and pay down debt before and during retirement.
  • Create a secure financial future.
  • Build a solid income plan so people don’t outlive their money.
Joseph takes care of his clients by treating them like family. He understands the international marketplace, corporate culture, and financial systems from an executive level, and brings that knowledge to his clients. Most importantly, he has the confidence and experience to stop emotions from getting in the way of solid investment strategies.
His approach to wealth management and retirement planning is based on trust. By genuinely listening to people, he helps them not just survive, but strive in retirement by creating customized solutions for each client. Through independence and personal attention, Joseph has helped countless people achieve their financial goals.
Joseph enjoys spending his free time with his wife and two boys. He and his wife are passionate about helping others and are involved in various charitable organizations from Boston to Lebanon.