904 Delaware Avenue,
West St Paul,
Your St. Paul Fiduciary Financial Planner
Schedule An Appointment Today
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 conflicts of interest. 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!
As a seasoned financial professional with a proven track record of success, I am here to be your ally on the path to financial prosperity. I take my fiduciary responsibility to you seriously, which means I always put your interests first.
My expertise lies in guiding clients through the often-challenging transition from working life to retirement living. You can trust me to provide personalized advice that is tailored to your unique needs and goals. I never push products on my clients - my advice is always driven by what's best for you.
With my help, you can feel confident that you're making smart financial decisions that will support your long-term goals. Together, we'll work towards securing a financially stable and fulfilling retirement that you can enjoy with peace of mind.
With a sharp focus on his clients' goals and priorities, Rich leverages his extensive expertise to implement tried-and-true strategies that ensure the safe and successful attainment of your financial objectives.
With two decades of experience, Rich is a dedicated financial professional who's passionate about helping clients achieve their goals. He takes pride in serving his clients and is committed to providing top-quality service.
Rich is always willing to lend an ear to those with questions or concerns. He takes pride in providing personalized guidance to anyone seeking to improve their financial well-being.
Rich draws upon his vast experience to provide innovative solutions that yield dependable results. He is a staunch advocate for his clients and constantly seeks out new approaches to enhance their financial outcomes.
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.
By choosing a fiduciary, fee-first advisor, you receive personalized financial advice that prioritizes your best interests.
I can help you address investing principles and strategies, retirement investing and distribution strategies, estate conservation issues, and risk management analysis.
Additionally, I can answer your questions including: Can I retire early? Are my Investments working hard enough? What’s a good approach for college savings? What are the elements of a sound estate strategy? Do I have enough life insurance for my family?
With my expertise and broad network, I can guide you in crafting a tailored strategy that addresses your specific circumstances.