Dunncreek Advisors LLC
About
Dunncreek Advisors is a fee-first, fiduciary, financial advisory firm founded and owned by me, Richard Dunn.
What is different about my firm is that I am a fee-first, fiduciary, financial advisory firm. What this means for you is that I am able to provide you with financial advice free from the conflicts of interest common to many financial professionals. There are NO sales quotas or marketing incentives to muddy the water. As a financial advisory fiduciary, I am obliged to keep my clients’ interests first at all times.
I am also able to provide all the services you would expect from a financial advisor but I do it in an advice-only capacity. I provide assistance with cash management, risk management and insurance, savings and investments, retirement planning, tax management and estate planning.
Sometimes financial planning can feel overwhelming. I enjoy helping my clients tackle their financial challenges and walking them through creating a plan that will work for them to achieve their individual financial goals. Not one size fits all – and I enjoy figuring out what approach will work best for you and your individual situation. Then I will help ensure you get your plan implemented in a way that will keep you progressing toward your financial goals as well.
I’ve been in this business since 2002 and I have worked hard to build my practice so that I get to know my clients on a personal basis and help them each reach their goals – all while being fairly compensated without the ‘commission-based’ financial conflicts of interests you see in so much of this industry.
I love what I do and the clients I work with. Please give me a call and schedule a time to talk!
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
Our initial meeting is a free hour to get to know each other.
- We will talk about the financial planning topics that bring you to a meeting today.
- We will talk about your financial goals and how things are going now.
- I will also answer your questions and concerns about the financial planning process.
- And I will explain my services and how I help families meet their financial goals.
- I will give you some ideas on how we might work together and what it would cost.
What education and/or training do you have that relates to your work?
To achieve the CFP®, Rich had to do accomplish the following:
- Develop a theoretical and practical financial planning knowledge by completing a comprehensive course of study covering six aspects of financial planning:
- The financial planning process,
- Tax planning,
- Retirement planning,
- Estate planning,
- Investment management and
- Insurance
- Pass a comprehensive 6-hour CFP® Certification Examination that tests ability to apply financial planning knowledge in an integrated format.
- Fulfill more than three years professional financial planning experience.
- Agree to continue to abide by a strict code of ethics.
- Agree to continue to maintain technical competence and fulfill ethical obligations by completing 30 hours of continuing education every two years.
The AIF® designation means that Rich:
- Has a thorough knowledge of best fiduciary practices and the ability to serve as a fiduciary on behalf of his clients.
- Completes ongoing AIFâ training programs which has taught Rich how to conduct business according to 21of the best fiduciary best practices for investment advisors.
Both of these designations mean that Rich is committed to his clients’ best interests and to making sure that they do the prudent thing at the right time to reach their financial goals.