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.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
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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