What does
Financial Freedom
mean to you?

A TACTICAL APPROACH
TO FINANCIAL SUCCESS

A TACTICAL APPROACH TO FINANCIAL SUCCESS

We are a universal, comprehensive financial planning firm with clients all over world. With military backgrounds ourselves, we have a unique understanding of government employees’ needs when it comes to planning for a successful financial future. We are devoted to providing our clients with elite services to attain optimal financial planning.

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Motivated by Excellence
Our purpose is to deliver our clients superior planning options and a solid support system. We understand that life can change in an instant, and we emphasize the importance of preparing for the unknown to properly preserve your assets.
Client-Centric Planning

Financial planning is never one-size-fits-all, which is why we specialize in fully custom strategies that are tailored to your specific needs and goals. With all of our clients, we are committed to helping you reach your version of financial achievement.

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Lead with Loyalty
We were founded on honor, trust and integrity. We strive to help our clients feel confident about their finances through honest, strategic planning. We provide unwavering support to our clients as we help lead them towards a sound financial future.
Motivated by Excellence
Our purpose is to deliver our clients superior planning options and a solid support system. We understand that life can change in an instant, and we emphasize the importance of preparing for the unknown to properly preserve your assets.
Client-Centric Planning

Financial planning is never one-size-fits-all, which is why we specialize in fully custom strategies that are tailored to your specific needs and goals. With all of our clients, we are committed to helping you reach your version of financial achievement.

Lead with Loyalty
We were founded on honor, trust and integrity. We strive to help our clients feel confident about their finances through honest, strategic planning. We provide unwavering support to our clients as we help lead them towards a sound financial future.
Contact Us

At Dunham, we believe that having a comprehensive understanding of your risk tolerance and preference leads to a more connected client-advisor relationship. It also helps you better understand what we mean by “risk.” One way of accomplishing this is by utilizing the Dunham Risk Tolerance Questionnaire to find your “risk number.”

The result of this questionnaire is represented as a number between 1 and 99. Once you know this number, it can be easier to know which direction you should move in while seeking out investments. Your final score will provide a proposed investment objective that should align with your personal comfort levels.

Click the button to the right to find your risk number.

Dunham Risk Tolerance Questionnaire