A complete list of active advisors currently associated with Dunn Financial Advisors, LLC

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

Dunn Financial Advisors, LLC provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and certain pension and profit‑sharing plans and other business entities. Advisory services cover goal setting, cash‑flow and tax planning, retirement and estate planning, education funding, and investment implementation. The firm operates on a fee‑only basis and typically manages client assets on a discretionary basis under a limited power of attorney while also offering consultations when clients prefer to retain final investment decisions. Portfolios emphasize strategic asset allocation and global diversification, using a mix of passive index/ETF exposure and selectively chosen actively managed funds, with net worth statements and periodic reviews used to monitor progress. What is noteworthy relative to many independent firms is that Dunn also provides portfolio management to institutional‑type clients such as pension and profit‑sharing plans and charitable organizations, a service relatively uncommon among peer firms. The firm also maintains written business continuity planning and a formal business continuation arrangement with another advisory firm, which are governance features not always present at comparable independent advisors.

To learn more about the advisors currently working at Dunn Financial Advisors, 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.