Dragonfly Wealth Advisory is a financial advisory firm helping individuals and families navigate life’s transitions with clarity, confidence, and purpose. Founded by Natalya Pearl, CFP®, CTFA, the firm takes a personal, relationship-driven approach to planning, bringing together the different parts of a client’s financial life so decisions support their goals and priorities.

Its services include holistic financial planning and investment management, with guidance on retirement, family and education needs, estate and legacy planning, charitable giving, risk management, and business succession. The firm also helps clients make complex financial decisions and manage transitions such as inheritance, loss, divorce, career changes, and business exits.

Investment strategies are tailored to each client’s circumstances, objectives, time horizon, cash flow needs, tax considerations, and comfort with risk. Portfolios primarily use broadly diversified exchange-traded funds and may include individual securities or specialized investments when appropriate. Dragonfly emphasizes disciplined investing, ongoing monitoring, periodic rebalancing, and tax-aware strategies rather than short-term market prediction.