DWM

DUNPHY WEALTH MANAGEMENT, INC.

...we do well when you do well

James M. Dunphy, MBA, CPA

CERTIFIED FINANCIAL PLANNER™

    

A Registered Investment Advisor     ·     five-star® wealth manager 2008

Fee-only Investment Management · Personal Financial Planning 

Employer Retirement Plans · Advanced Tax Preparation

Non Profit Management Consulting

weekday, evening & weekend availability · offering in-home or office appointments

Regular Office Hours:           T - W - TH           10:00 a.m. - 6:00 p.m.

1080 Nimitzview Drive· Suite 101 ·Cincinnati OH 45230     ·     PH:    513-232-6333/ fax 888-382-4648

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News

We are pleased to announce that we will be sharing space and working with Belt Bookkeeping to increase tax processing efficiency. Karen Belt & Cheri Fields are experienced bookkeepers , specializing in Quickbooks® software and we look forward to our association.

James M. Dunphy Professional Associations and Memberships

American Institute of Certified Public Accountants www.aicpa.org

The Anderson Area Chamber of Commerce www.AndersonAreaChamber.org

CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. www.cfp.net

Greater Anderson Network Professionals    www.ganp.net

 

Send mail to sandy@dunphywm.com
Last modified: 1/21/10