A calmer relationship with money.
The Firm
At SchlegelDunn, we go beyond portfolios as we consider the psychology of money. We recognize the role emotions play in our finances, and we help clients make confident decisions at every stage of their financial journey.
We are small, nimble, and hands-on by design, so we are always available to provide the responsive, concierge-level service you deserve. We focus on what we can effectively control through comprehensive, long-term financial planning rather than the current economy or attempts at short-term market timing.
Five disciplines, kept under one roof, delivered as a single coordinated practice rather than as separate services.
Tranquility
We are a calming voice of clarity, helping you navigate the financial uncertainties of life. We provide trusted guidance and solutions to problems, both simple and complex, and seek to help bring your financial aspirations within reach.
The one constant in life is change. Our process seeks to provide an added layer of client service. When you need help navigating life's transitions, we create a plan that reflects your emotions, values, and financial dreams.
i. Listen
We are active and empathetic listeners. We take the time to get to know you, your story, your desires, and your way of making financial decisions.
ii. Understand
We work to understand the key motivators that drive your behaviors, and uncover solutions that are best suited to your needs.
iii. Walk Alongside
We help you identify and unlock your goals and dreams, and we guide you in making those dreams a reality. We will be by your side every step of the way.
Founder, 2005
CFP® · CPA
Founder & Financial Advisor
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Owner
CFP® · CPA
Owner & Financial Advisor
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Owner
CFP® · LMFT · LPC
Owner & Financial Advisor
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Client Care
Client Relationship · Operations
Client Relationship Manager
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The Reading Room
Timely perspectives on the economy, markets, and policy — commentary curated by our partners at Raymond James.
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