MICHAEL DUNHAM, CFP®
DIRECTOR OF PLANNING, DALLAS WEALTH ADVISORS
WEALTH ADVISOR, RJFS
DIRECTOR OF PLANNING, DALLAS WEALTH ADVISORS
WEALTH ADVISOR, RJFS
Michael is passionate about helping families and individuals live their best life possible with the resources they have. He works with his clients to define financial goals and develop comprehensive plans to help them make better decisions about their financial affairs.
Michael’s goal is to bring clarity, comfort, and confidence by simplifying his client’s financial lives. As a CERTIFIED FINANCIAL PLANNER™ Certificant, he plans around all facets of your financial life in a fiduciary capacity to help ensure that every part of the plan is in sync.
Outside of the office, Michael is a member of the board of management at the Semones YMCA where he is blessed to serve the community around him. As an active member of Watermark Community Church, he serves on the Believe Team to welcome new members and leads a small group in the faith and finance ministry. Michael enjoys college football – he is a proud graduate of the University of Missouri. He and his wife Hayley enjoy traveling together, Disney has been their favorite destination so far. On the weekends you might find Michael at White Rock training to run his next marathon.
Raymond James does not provide tax or legal advice. Raymond James is not affiliated with the mentioned organizations. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The better question is: Why shouldn’t you hire us?
If you are looking for a financial advisor to trade stocks and “beat the market”, we are not the team for you. Why? Because our philosophy is to focus on what we have the power to control. Predicting when the market will fluctuate or guessing the future of interest rates are not items anyone can control.
If you are looking for a team interested in helping you to lower your tax bill, investing smarter, and helping create a reliable income stream, we are the team for you.
We have a high standard of care for every relationship we maintain. Due to the demand for our services, we must limit new relationships for families not related to an existing client to those with $1 million or more in investable assets. That said, we are happy to have an introductory meeting with anyone that would like to connect and if we can’t help you we are happy to recommend someone that can.
Yes, many of our clients do not reside in Texas. We work with retirement savers all over the country and many with dual citizenship.
Our team is equipped to meet with our clients and prospective clients virtually through secure video conferencing to protect your privacy.
We are a fee-based financial planning office. Our fees depend on your needs and complexity and are a transparent line item on every statement. We include unique billing options like Roth Alternate Billing and Fee Tilting to make your fees as tax efficient as possible. When appropriate, we do use commission brokerage accounts.*
Raymond James has always been a different kind of financial services firm – one that embraces long-term planning, values methodical decision-making, and remains focused on what matters most: YOU.
We chose Raymond James as our custodian to manage your money. As an independent advisor of Raymond James, we enjoy something virtually no other firm can offer. Raymond James offers top-of-the-line products and services, including asset management, wealth planning, banking, and lending, and trust services.
Raymond James is a publicly traded, global company with distinct business units that serve a variety of clients. Headquartered in St. Petersburg, Florida, they have grown into one of the largest independent financial services firms in the United States. And, more than 59 years after their founding, they remain true to their core tenets of conservatism, independence, integrity, and client-first service – laying the groundwork for financial strength and stability.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Dallas Wealth Advisors and Fontana Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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