David Dunn works virtually with clients across the country
to help them pursue their financial goals

  • Bio

    David’s aim is to make complex things simple so that greater clarity increases confidence in the financial decisions each one makes over their lifetime.

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  • Financial Planning Services

    Financial planning is a not an event. It is a process that takes place over your lifetime. David works hard to foster confidence by anticipating your needs, develop contingency plans, manage risk exposure, minimize taxes, and help you work toward your financial objectives.

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  • Investment Management Services

    “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so." Mark Twain

    Smart investing shouldn’t perplex, puzzle, or confound. David's data-driven strategies may help you avoid even the deepest of pitfalls.

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  • Wealth Management Services

    The Wealth Management service is a combination of the Investment Management service and Financial Planning service.

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  • Subscribe to Newsletter

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  • Schedule Complimentary Consultation

    Schedule today a 30 minute no cost or obligation consultation with David.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
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Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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Download our Complimentary Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

Schedule Complimentary Consultation

Schedule a 30-minute complimentary virtual meeting or phone call with David L. Dunn, CPA/PFS, CFP®.  

During this session we look forward to learning about your unique situation, will present our services and financial planning process, and share how we add value to the lives of our clients.

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