James M. Dunphy, MBA,CPA
CERTIFIED FINANCIAL PLANNER™
DWM IS A Registered Investment Advisor IN THE STATE OF OHIO AND COMMONWEALTH OF KENTUCKY
Fee-only Investment Management · Personal Financial Planning
Employer Retirement Plans · Advanced Tax Preparation
Non Profit Management Consulting
Our Mission
The Dunphy Wealth Management Team offers comprehensive, fee-only service to ensure the prudent stewardship of personal and business assets, providing peace of mind for our diverse clients and family members.
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. Additionally, we offer complex tax planning and preparation with accuracy our goal.
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
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.