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.
The firm provides wealth management, financial planning, and investment management to individuals, high net worth clients, trusts, estates, businesses, and retirement plans. Services include portfolio construction using mutual funds, ETFs, individual stocks and bonds, ongoing investment supervision, and retirement plan advisory work (including 3(21) and 3(38) services). Investment decisions are informed by both fundamental and technical analysis and are generally implemented with a long-term orientation, while allowing shorter-term trades for rebalancing or to meet client needs. The advisor works with clients through continuous personal contact to define goals, risk tolerance, and investment strategy, and monitors portfolios regularly to align with those parameters. Compared with many peers, the firm manages a meaningful non-discretionary sleeve alongside discretionary assets (approximately $241.3 million discretionary and $66.2 million non-discretionary as of December 31, 2025), which is less common among supported firms and reflects a larger-than-typical share of client-directed accounts. The advisory team also holds multiple retirement-plan credentials and several advisory persons operate in dual roles as registered representatives and licensed insurance professionals — arrangements the brochure discloses as potential conflicts of interest that the firm seeks to manage.
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.
Name |
Location |
Years of experience |
|---|---|---|
Monroe, CT
| 15
| |
Monroe, CT
| 16
| |
Monroe, CT
| 11
|
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