Broker Check

Our Focus

Client Centered

"Dunncreek Advisors is always the client’s advocate – a fiduciary advisor – and a firm that only is paid by clients – a fee-only advisor. Clients can depend on me to provide advice that is focused on helping them pursue their goals efficiently and effectively. I do not sell products, I prescribe and implement a financial plan tailored to each client’s situation."

Richard F. Dunn CFP® AIF®, Principal Financial Planner at Dunncreek Advisors holds two esteemed financial services accreditations; the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Accredited Investment Fiduciary® (AIF®) designation.

These designations have prepared Rich to use all the best financial planning practices to act in his clients’ best interest as a fiduciary at all times:

Some of the areas that make Rich Dunn and Dunncreek Advisors different from other financial professionals are:

  • Rich is always an advocate for his clients - a fiduciary Advisor. His financial planning advice is always focused on the client’s best interest.
  • Rich always works for his clients, not for investment companies. He typically gets paid by a fee direct from clients. 
  • Rich only uses time-tested wealth building strategies and comprehensive financial planning strategies to preserve principal and reduce risk.
  • Rich can work with clients to help them with a comprehensive financial plan or he can help them with asset management (many of his clients work with him on a combination of both services).
  • His fees can be charged by the hour, as a flat project rate or as a percentage of the assets under his care.

We can help you address:

  • Investing principles and strategies
  • Retirement savings strategies
  • Retirement income strategies
  • Estate conservation issues
  • Risk management analysis

We are here to answer your financial planning questions like:

  • 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?

Rich has been serving clients since 2002. He can help you with most any financial planning issue because he’s seen almost everything in his years helping clients. And, there is never a fee for an introductory meeting to get to know Rich and better understand your financial planning options.