A complete list of active advisors currently associated with Dunbar Associates, LLC

Warmer can help you find a great advisor at Dunbar Associates, LLC or one who fits your needs even better.

Dunbar Associates provides wealth management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. The firm offers portfolio construction using mutual funds, ETFs, individual equities and bonds, plus ongoing financial-planning consultations and 3(21)/3(38) plan fiduciary services for sponsors. Investment advice is generally long-term in orientation and draws on both fundamental and technical analysis to set asset allocation and security selection. While the Advisor manages most assets on a discretionary basis, it maintains a meaningful non‑discretionary segment ($241.3M discretionary and $66.2M non‑discretionary as of 12/31/2025), which differs from many supported peers that are predominantly discretionary. Dunbar is a small, two-advisor firm managing roughly $307.5 million in client assets and emphasizes retirement-plan work, reflected in multiple retirement-focused credentials (CRPS, CPFA, ARPC, ARPS) and explicit 3(21)/3(38) plan services. The firm’s personnel also maintain broker‑dealer and insurance affiliations and related commission-based activities, arrangements disclosed in the brochure and noted as potential conflicts to consider.

To learn more about the advisors currently working at Dunbar Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.