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!
These are my client service standards which I dutifully abide by:
Check the background of your financial professional on FINRA’s BrokerCheck. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. This communication is strictly intended for individuals residing in the states of AZ, FL, IA, IL, MN, PA, SD, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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Overall, I cannot recommend Dunncreek Advisors LLC highly enough. If you are looking for a financial advisory firm that will take the time to understand your unique situation, provide expert guidance, and deliver exceptional service, then look no further than Dunncreek Advisors LLC. ~ Patrick Hau ~
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