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100 Technecenter dr·suite
200
513-576-5289
milford, oh
4150
www.dunphywm.com
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MISSION
STATEMENT
The Dunphy Wealth Management Team
facilitates prudent stewardship of personal and business assets, providing peace
of mind for our diverse clients and those they love. We deliver holistic
services that join strategic investment management with sound tax and personal
financial planning. As emphasized by our tag line, we partner with each client
to develop an objective, individualized plan.
ASSOCIATIONS
AND CREDENTIALS
Dunphy
Wealth Management is a Registered Investment Advisor. Jim Dunphy is an
experienced
certified financial planner™
Professional and CPA with a Master’s Degree in Business Administration. He is a
member of the American Institute of Certified Public Accountants, the Anderson
Area Chamber of Commerce, and GANP – The Greater Anderson Network Professionals.
INVESTMENT MANAGEMENT
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Above Average Returns
- Through proper asset allocation and rigorous manager selection,
our
clients’ investments have consistently outperformed market benchmarks
at all risk levels.*
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Independent -
As
a fee-only advisor, we receive no commissions, incentives or transaction
fees in order to provide objective advice in your best interest. Our primary
custodian is Charles Schwab & Co., although we do provide consultation for
assets held elsewhere.
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Personalized
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Each portfolio is based on individual risk tolerance, goals, expectations
and tax profile.
RETIREMENT
PLANNING AND SPENDING
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Sensible -
Experience with a diverse clientele has enabled us to develop a creative and
personalized approach to helping people make sound financial plans for a
comfortable and secure future. Our process is goal-based and integrated
with estate and other financial planning considerations.
TAX
PLANNING
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Knowledgeable -
We provide advanced planning for estimated taxes, stock option transactions,
property sales and tax-free exchanges, trust and estate returns, IRS
negotiations, and tax saving opportunities. For small business, we advise
on new business entity selection, compensation planning for employment tax
savings and employer retirement plans.
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Jim Dunphy, CFP ,
CPA
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President
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jim@dunphywm.com
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Sandy Dunphy
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Practice Manager
sandy@dunphywm.com
513 576 5289
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
Boards initial and ongoing certification requirements.
THANK YOU FOR VISITING OUR
SITE. WE WOULD BE PLEASED TO MEET WITH YOU SOON.
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