Meet the Team


John Dulmage, CFP®, EA

Principal, Wealth Advisor


  • Bachelor of Science Degree in Finance, Ithaca College
  • Chartered Financial Consultant (ChFC®) Designation, The American College


John is an accomplished Principal and Wealth Advisor at Sax Wealth Advisors, boasting an impressive career spanning nearly 25 years. Prior to joining our esteemed team, John worked at Financial Pathways, a prominent wealth management firm based in New Hampshire, which was recently acquired.

John won the Five Star Wealth Manager award for the last five years in a row. The award represents those who are outstanding in their field. Winning advisors are selected as a result of a rigorous and objective research process. Winners are listed each year in publications such as Forbes or the Wall Street Journal.

With a commitment to personalized service, John diligently collaborates with clients on a one-on-one basis, ensuring their individual financial objectives are not only met but surpassed.

A specialist in functional asset allocation and tax-efficient investing, John brings invaluable insights, empowering clients to navigate complex financial landscapes with confidence and clarity.

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Awards & Honors