A complete list of active advisors currently associated with Dunes Financial

Warmer can help you find a great advisor at Dunes Financial or one who fits your needs even better.

Dunes Financial serves individual and high-net-worth clients with wealth management that combines ongoing financial planning and discretionary portfolio management, and it also offers one‑time planning and consulting engagements. The firm emphasizes implementation support and coordination with clients’ other professionals as part of its client service model. Investment strategies are developed from each client’s financial plan and may draw on fundamental and technical analysis as well as portfolio construction principles such as modern portfolio theory; accounts are generally managed on a discretionary basis with periodic reviews. The firm schedules regular touchpoints and account reviews to assess risk tolerance, target allocations, rebalancing needs, and tax‑loss harvesting opportunities. Compared with many peers, Dunes Financial uses a fixed/flat‑fee billing model rather than a percentage‑of‑AUM fee, and it operates with a small client base served by a single, credentialed adviser, which produces relatively concentrated AUM per client and no formal account minimum. The firm does not vote client proxies, offers paraplanning services to other advisers as an outside activity, and relies on custodial relationships that can provide research and other benefits.

To learn more about the advisors currently working at Dunes Financial, 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
Mark Rosinski	Valparaiso, IN	7

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