Broker Check

How Rich Does It

Client Centered

"Dunncreek Advisors is always the client’s advocate – a fiduciary advisor – and a firm that is paid by clients – a fee-first advisor. Clients can depend on me to provide advice that is focused on helping them reach their goals efficiently and effectively. I do not sell products, I prescribe and implement a range of solutions 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 me to use all the best financial planning practices to act in my clients’ best interest as a fiduciary at all times:

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

  • I am always an advocate for his clients - a fiduciary Advisor. His financial planning advice is always focused on the client’s best interest.
  • I get paid by clients - a fee-first advisor - which means I do not recommend products with high compensation to me or my firm. 
  • I only use time-tested wealth building strategies and comprehensive financial planning strategies to protect principal and reduce risk.
  • I can work with clients to help them with a comprehensive financial plan or I can help them with asset management (many of my clients work with me on a combination of both services).
  • My fees can be charged by the hour, as a flat project rate or as a percentage of the assets under my care.

I can help you address:

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

I am 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?

I have been serving clients since 2002. I can help you with most any financial planning issue because I've seen almost everything in my years helping clients. And, there is never a fee for an introductory meeting to get to know me and better understand your financial planning options.