Dunbrook Associates Information

We provide independent financial planning services to a small group of select clients. Being independent allows us to have greater investment flexibility, to give impartial advice and to keep costs down. We understand the value of advice and take pride in providing families with comprehensive planning to help them reach their financial goals in life. Chris has been providing financial planning services to families for over 10 years. He is also licensed as Portfolio Manager which gives our clients added protection. Patrick has been providing financial planning services to families for over 25 years. Over the years, we have learned the importance of developing custom solutions for each of our client’s unique needs. We have made it our mission to work hard and value the client’s needs above all by listening carefully and creating customized investment strategies that aim to produce long-term returns with prudent levels of risk.