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Our Mission
The Dunphy Wealth Management Team offers comprehensive, fee-only investment
advice and financial planning to ensure the prudent stewardship of personal and
business assets, providing peace of mind for our diverse clients and those they
love.
Our Gratitude
Since 1990, we have built our practice on the referrals of people we know and
trust. We value the uniqueness of each client relationship and believe that our
certified expertise, objective advice and corporate integrity have formed the
foundation for our clients' success and continued trust in us. Thank you for
your business.
Our Guarantee
We stake our reputation on providing sensible advice based on sound financial
principles and the *exceptional performance of discretionary investments under our management.
As a well-respected client, we believe you deserve thorough, honest,
non-judgmental, friendly and objective guidance from your financial advisor.
Our firm is committed to delivering this quality, fee-only financial counsel
at an affordable price and will do our very best to meet your expectations.
The bottom line for us is your satisfaction. Please let us know if there is a
way for us to improve upon our service.
Jim Dunphy, MBA ,
CPA
Certified Financial
Planner™
President
jim@dunphywm.com
Sandy Dunphy
Practice Manager
sandy@dunphywm.com
CFP®, CERTIFIED
FINANCIAL PLANNER™ and
 are
certification marks owned by Certified Financial Planner Board of Standards,
Inc. These marks are awarded to individuals who successfully complete CFP
Board’s initial and ongoing certification requirements.
*Past performance is not a guarantee of future results.
THANK YOU FOR VISITING OUR
SITE. WE WOULD BE PLEASED TO MEET WITH YOU SOON.
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