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 is a small, independent advisory firm that provides tailored wealth management to individual clients, with an emphasis on high‑net‑worth households. Services include ongoing comprehensive financial planning combined with discretionary portfolio management, plus one‑time and project‑based planning and hourly consultations for clients who prefer point‑in‑time advice. The firm generally implements long‑term, buy‑and‑hold portfolios built largely with exchange‑traded funds and a strategic asset allocation framework, while allowing tactical deviations when appropriate; portfolio management is delivered on a discretionary basis as part of its ongoing wealth management offering. Financial plans are based on client‑provided information, reviewed at least annually, and the adviser will coordinate with other professionals (attorneys, tax advisors, insurance agents) upon client request. What is distinctive is the firm’s compensation model and client focus: rather than charging a percentage‑of‑assets fee common among peers, it uses fixed, project, and hourly fee arrangements and positions itself toward a smaller roster of higher‑net‑worth clients. As a single‑advisor practice with professional credentials in financial planning, accounting, and retirement income, the firm emphasizes individualized service for a modest number of client relationships.

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.