904 Delaware Avenue
West St Paul,
Your Trusted St Paul, Minnesota Fiduciary Financial Planner
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 mean 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 also provide all the services you would expect from a financial advisor but I do it in an advice-driven 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 solutions. I enjoy figuring out what approach will work best for you and your individual situation. Then I help ensure you get your plan implemented in a way that keeps 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 so often in this industry.
I love what I do and the clients I work with. Please give me a call and schedule a time to talk!
Rich Dunn is your advocate for financial success. I am a fiduciary to all my clients. I help clients make a smooth transition from working for a living to living in retirement. I provide personalized advice based on client needs, not driven by product sales.
I focus on your goals and priorities and apply time-tested strategies to reach your goals safely.
I'm in my 19th year of helping clients reach their important financial goals. I love what I do. I'm honored to serve my clients.
I will ALWAYS take time to talk with ANYONE with questions on reaching a financial goal.
With my experience and the expertise of my colleagues, I can bring you unexpected solutions to deliver consistent results. As an advocate for my clients at all times, I am always looking for a better way to get things done.
As a fiduciary who is always my client's advocate, I focus on keeping clients safe now and in the future. I emphasize your priorities. Tracking your priorities and adjusting to unexpected developments is a big part of my responsibility. I am honored to be of service in this way.