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Dunphy Wealth Management, Inc., provides
comprehensive, fee-only advice in the areas of investment
management, financial planning and elder care/estate decision-making.
Since 1990, President
James M. Dunphy, CFP®, CPA has filled the need of busy people looking for
cost-effective financial planning services. A lifelong resident of
Cincinnati, Jim is grateful and committed to a loyal clientele who has helped
him build a referral-based practice. His demonstrated success in guiding
people as they face financial uncertainties has earned him high regard as a
highly competent, honest businessman dedicated to providing comprehensive,
sensible, fee-based financial advice.
- Investment Management
- Financial Planning and Taxes
- Elder Care/Estate Decision-Making
How to Get Started
Call or e-mail us to set up an initial appointment at
our office or in your home.
Practice Focus
Dunphy Wealth Management, Inc. (DWM) primarily provides
direct investment management with fees based on a percentage of assets under
management. DWM also furnishes tax preparation, investment and personal financial planning
advice through consultations for an hourly fee or an agreed-upon fixed fee.
Standard hourly rates range from $75 to $125.
DWM
works with clients to identify risk tolerance levels based on time horizons and
ability to tolerate volatility. We then assemble suitable diversified
investment portfolios that may include
cash, certificates of deposit, bonds
and no-load, no-transaction-fee mutual funds.
Mutual funds may include
cash, bonds, real estate investment trusts (REIT’S), commodities, gold, or
equities. In certain situations, DWM may create a portfolio using separately
managed accounts (SMA’s)
or exchange-traded funds.
The inclusion of common stock in client
portfolios is permitted with the understanding that DWM will assess a nominal
non-discretionary fee for holding these types of assets. DWM does not provide
advice on individual stock nor does DWM refer clients for such.
The portfolios are monitored and periodically
re-balanced in an effort to *improve long-term performance. Clients select
active asset management or structured management style.
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.
Our Clients
The majority of clients referred to us are busy, upper middle-income people looking for
a personalized, cost-effective solution to their financial issues. When they have a
question or concern, we strive to promptly respond with utmost respect and
clarity. Placing a high value on client satisfaction, we recognize the
need to communicate in various forms. Please let us know what would make us even
more effective financial planning partners.
- Telephone
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- Main: 513-232-6333
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- FAX
- 1-888-382-4648
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- Postal address
- 1080 Nimitzview Drive, Suite 101, Cincinnati, Ohio 45230
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- Email
- James M. Dunphy, MBA,
CPA
- CERTIFIED FINANCIAL
PLANNER™
- President
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jim@dunphywm.com
- Sandra P. Dunphy
- Practice Manager
sandy@dunphywm.com
THANK YOU FOR VISITING OUR SITE. WE WOULD BE PLEASED TO
MEET WITH YOU SOON
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