Schlegel Dunn LLC | Financial Planning
Your Behavioral Financial Counselors
At SchlegelDunn, we’re a different kind of financial planning and investment management firm because we truly understand the psychology of money. We manage more than portfolios because we help you navigate your emotions regarding finances.
Comprehensive Solutions Customized for You
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.
Benefit from a Practical Approach
Our process seeks to provide an added layer of client service. The one constant in life is change. When you need help navigating life's transitions, we create a plan that reflects your emotions, values, and financial dreams.