Your St. Paul Fiduciary Financial Planner

Providing St. Paul, Minnesota, and Surrounding Areas with Trusted & Reliable Fiduciary Financial Planning Services

Welcome to Dunncreek Advisors, LLC, your source for fee-for-service financial planner services in St. Paul. I’m Richard Dunn, a Certified Financial Planner™ and and fiduciary financial planner based in St. Paul, MN. I provide trusted, personalized, and client-focused financial planning services for individuals and families throughout St. Paul and the surrounding areas.

As a fiduciary financial planner who always works in my clients' best interest in St Paul, my focus is what’s truly best for you. With no sales quotas or hidden agendas, I provide customer-focused financial planning in St Paul that is transparent, advice-driven, and aligned with your life goals.

Fee-for-service Financial Planner Services St Paul Can Count On

As a fiduciary financial advisor in St Paul MN, I provide a full range of services you’d expect- but I do it in a customer-focused, advice-first capacity.

Services include:

With more than two decades of experience, I help clients simplify complex financial decisions. Whether you're planning for retirement, or protecting your family, I’ll help create a personalized plan tailored to your unique situation.

Personalized, Fiduciary Financial Advice – No Sales Pitch

I know financial planning can be overwhelming. That’s why I walk beside you every step of the way- no generic solutions, no hard sells. Just thoughtful, customized advice designed to help you.

I started in the financial service business in 2002. In 2013 I launched Dunncreek Advisors LLC with a mission to be a fiduciary financial advisor in St. Paul who truly puts clients first. Over the years, I’ve built lasting relationships based on trust, integrity, and consistent progress toward meaningful goals.

I love what I do and the clients I work with.

Please give me a call and schedule a time to talk!

Your Advocate for Financial Success

As a fiduciary financial planner serving St. Paul, I take pride in being your advocate. With more than 22 years of experience, I specialize in helping clients make the transition from working life to retirement.

My approach is simple: honest advice, tailored to your needs. I never push products. I only recommend what I believe will help you move forward confidently.

As a Certified Financial Planner™ who works as an advocate for my clients, in St Paul, I focus on getting to know you personally- your goals, values, and financial concerns- so I can provide advice that truly fits your life.

Why Choose Me as Your Fiduciary Financial Planner in St Paul?

I work closely with you to craft a clear plan, monitor your progress, and adjust as needed to keep you on track.
I focus on aligning your finances with your life goals. Using proven strategies and a deep understanding of my clients' needs, I implement solutions that are both personalized and practical.
As a dedicated fiduciary financial planner in St. Paul, I bring more than 20 years of experience, a passion for service, and a commitment to helping clients navigate life’s financial crossroads.

"An investment in knowledge pays the best interest."
- Benjamin Franklin

Helping You Pursue Financial Success- Your Way

Whether you’re wondering if you can retire early, looking to build a college savings plan, or unsure of your financial plan, I’m here to help.

I offer strategic guidance in:

Investment Management

I offer personalized, fiduciary investment management that builds disciplined, goal-aligned portfolios and helps clients invest with clarity and long-term focus.

Start Your Investment Strategy

Retirement Income Planning

I help you evaluate and optimize your retirement income sources- like savings, investments, and Social Security- to build a reliable plan for your future.

Build Your Secure Retirement Strategy

Tax Smart Investing

I help you develop tax-efficient strategies to harmonize your financial plan with the tax code and enhance your overall financial plan.

Start Your Tax-Smart Investing Today

Estate Planning Services

I provide effective estate planning advice to help you assure that you have all the appropriate documents to manage your affairs during life, ensure your healthcare wishes are honored, and control the distribution of your wealth after death.

Secure Your Legacy

Risk Management & Insurance

I provide tailored risk management advice to help protect you and your family from the financial impact of unexpected events.

Protect What Matters Most

Cash Flow Management

Whether you’re just starting out, raising a family, or preparing for retirement, a thoughtful cash management plan helps you make progress with less stress.

Optimize Your Cash Flow

Helping you pursue financial success

I draw upon my extensive experience to deliver innovative solutions tailored to your unique challenges. As a dedicated advocate for my clients, I’m always exploring new approaches designed to improve your financial outcomes.

No matter your situation, I’ll work with you to create a personalized strategy grounded in fiduciary care- one that evolves with your changing needs.

Start a Financial Planning Conversation

Where Do You Want Your Financial Roadmap To Take You?

As a fiduciary financial planner in St Paul, I focus on what matters most to you- your goals, your concerns, your priorities. Life brings unexpected changes, and I’m here to help you stay on course and make adjustments as needed.

Choosing a fiduciary financial planner in St. Paul means choosing someone who always puts your interests first. I’ll help you answer critical questions like:

- Can I retire early?
- How can I save for my children’s education?
- Do I have protection against the risks my family faces?
- Do I have the right legal documents to ensure that my estate plan meets my needs?

Let’s build a smart, adaptable plan that helps you pursue your vision of financial well-being- today and into the future.

Ready to Get Started?

I’m proud to offer trusted fiduciary financial planning in St Paul that is clear, client-centered, and built on long-term relationships. If you’re looking for a fee-for-service financial advisor in St Paul who is responsive, relatable, and truly committed to your success, I’d love to connect, answer your questions, and help you explore your options.

Contact me today to schedule your appointment.

Schedule a No-Obligation Meeting with Rich

Have a Question? I'd love to answer it for you.

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What financial planning services does Dunncreek Advisors, LLC provide?

Dunncreek Advisors, LLC offers fiduciary financial planning including retirement income planning, tax-smart investing, estate planning, insurance review, and cash flow management for individuals and families.

How does fee-for-service financial planning work?

Fee-for-service planning means you pay transparent fees for advice and planning tailored to your goals, with no product commissions or hidden agendas.

Why choose a fiduciary financial planner in St. Paul?

A fiduciary advisor like Dunncreek Advisors is legally obligated to act in your best interest, providing objective, personalized guidance to help you pursue long-term financial success.