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.
Read More - 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.
Learn More - 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.
Learn More - Wealth Management Services
The Wealth Management service is a combination of the Investment Management service and Financial Planning service.
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Estate Management 101
