Founded by Jeffrey T. Dunlap, The Dunlap Group Financial Services is an independent wealth management firm based in Los Angeles, California. The firm operates as a partner of Sanctuary Wealth, a network that provides operational and technological support to independent advisors. Their mission is to offer a comprehensive, client-centric approach to financial planning, covering investment management, retirement planning, estate planning, and risk management. They focus on building long-term relationships and creating customized strategies to help clients achieve their financial goals.

Founded in

United States