Tailored financial advice
from trusted advisors
Simplifying and Coordinating Your Financial Life to Help You More Visibly Connect Your Resources and Choices With Your Vision of Financial Success
David Dunham
CRD# 5452708
Investment Advisor & Broker. |. CFP®, CPA, CLU®, CLTC®
Expert Investment Adviser
An Investment process focused entirely on you
At David Erik Dunham, we are committed to providing you with a comprehensive and personalized approach to financial success. Through our six-step process, we strive to guide you towards a secure and prosperous financial future.
Understanding what is truly important to you
We begin by gaining profound insights into your financial aspirations and personal values. By understanding your unique priorities, we can create a plan that aligns with your goals and aspirations.
Save Money
Confirming your needs and priorities
Your financial well-being is our top priority. Through thorough discussions and consultations, we ensure that we have a complete understanding of your financial needs and priorities.
Setting your short- and long-term goals
Together, we establish clear and achievable short-term and long-term financial objectives. These goals provide the foundation for crafting a strategic wealth plan that is tailored to your specific timeline and aspirations.
Developing your personal wealth plan
With a comprehensive understanding of your financial landscape, we design a personalized and all-encompassing wealth plan. This holistic approach ensures that every aspect of your financial life is carefully considered and integrated into the plan.
Implementing your plan and driving it forward
Putting the plan into action is a critical step. Our team of experts works diligently to implement the strategies outlined in your wealth plan, ensuring a seamless execution and smooth transition towards your financial goals.
Monitoring your plan's progress against goals
Your financial journey doesn't end with implementation. We continuously monitor the progress of your wealth plan and track its performance against your goals. Regular reviews and adjustments are made to keep you on track and aligned with your evolving financial objectives.
David Erik DunhamI nvestment Management Advisor
We specialize in comprehensive financial planning for pre-retirees, small business owners, CPAs, physicians, and other high-income earners. We partner closely with our clients to develop personalized financial plans that help them coordinate and manage the key areas of their financial lives - wealth, financial risk, and the impact of taxes.
As a licensed and experienced CPA, as well as a CERTIFIED FINANCIAL PLANNER™ professional,
Lots Of experience
David is uniquely qualified to be at the center of our clients' financial lives. After working as a consultant with Ernst & Young, David launched his own financial planning practice in 2009 and has partnered with the David Erik Dunham Wealth Management Company,
which comprises a national team of specialists experienced in estate planning, business continuity & succession, and executive benefits, to help serve our clients even more robustly.
Your Comprehensive Guide to Successful Investing
Welcome to our comprehensive blog, where we unlock the secrets of successful investing through expert advice and time-tested tips. At Investment Insights Unveiled, we aim to empower you with the knowledge and tools needed to make informed and strategic investment decisions.
INVESTMENT MANAGEMENT IS NOT PLANNING!
There are four key strategies you can implement with money – protect, grow, distribute, and transfer. Many people assume that all financial advisors do the same thing – manage money (i.e. “grow”). While this is true of many advisors in the financial services industry, our holistic planning approach is unique in that it addresses all four areas as we focus on achieving our clients’ most important goals at every life stage.
Most firms focus on product solutions or specific strategies, whereas our focus is to help our clients develop a written, customized plan that gets them to where they want to be and that helps them stay the course along the way.
What makes us different, and what our clients really enjoy about the work we do, is our knowledge of, and commitment to, authentic financial planning.
INVESTMENT
MANAGEMENT IS NOT PLANNING!
ALREADY WORKING WITH AN ADVISOR?
Our clients are busy, smart, and financially responsible. Many have “checked all the boxes” along the way and there isn’t necessarily anything that’s “broken.” However, we can often find ways to complement the planning that is already being done through innovative thinking and strategic integration of strategies that other firms simply may not be familiar with. Our goal is to enhance, not replace, the financial planning that is currently in place by serving one specific role on your financial team.
SPEND YOUR LIFE LIVING
The dust never settles. Keeping pace with life's changes may seem to never end. Life evolves, changes direction, presents challenges, and leads to new possibilities. Your approach to financial security cannot be static, because as your life changes, so do your needs and goals. At David Erik Dunham our integrated, holistic financial planning process helps you face challenges and plan for the future while you Spend Your Life Living today!
Invest with
confidence
Our Investment Advisors have the skill, expertise and experience needed to build a tailored wealth plan that’s optimized for your needs and goals.
Ready to work together?
What makes us different, and what our clients really enjoy about the work we do, is our knowledge of, and commitment to, authentic financial planning. Most firms focus on product solutions or specific strategies, whereas our focus is to help our clients develop a written, customized plan that gets them to where they want to be and that helps them stay the course along the way.