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  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!