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 no cost, no obligation consultation with David
    (up to 30 minutes).

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Helpful Content

Helpful Content

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

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
Learn More

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 your no cost, no obligation complimentary virtual meeting or phone call with
David L. Dunn, CPA/PFS, CFP® (up to 30 minutes).

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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