Dunncreek Advisors LLC of St. Paul

Dunncreek Advisors LLC is a financial planner in St. Paul, Minnesota, serving individuals and families with personalized, fee-for-service financial planning. The firm specializes in retirement income planning, tax-smart investing, estate planning, investment management, risk management, and cash flow management. Led by Richard Dunn, a Certified Financial Planner™ and Accredited Investment Fiduciary®, the firm operates as a fiduciary, ensuring all advice is aligned with clients’ best interests. With over two decades of experience, Dunncreek Advisors helps clients transition from saving for retirement to living comfortably in retirement. The firm serves St. Paul and surrounding areas, earning a 5.00 rating from two verified reviews.

Richard Dunn founded Dunncreek Advisors LLC in 2013 with a mission to provide transparent, advice-driven financial planning without sales quotas or hidden agendas. He brings more than 22 years of experience in financial services, having begun his career in 2002. A native of St. Paul since 1985, Dunn emphasizes client education and long-term relationship building. He is supported by a designated successor, Fred Sowatzka, and a junior advisor, Ryan Montgomery, ensuring continuity and reliability in service. The firm’s approach focuses on comprehensive, personalized strategies that prioritize sustainable financial outcomes and client empowerment.

The business is located on Delaware Ave in St. Paul, situated about a third of a mile from Smith Avenue South and within a short distance of Albert Park, Dodd Park, and the Bruce Vento Scenic Overlook. Nearby natural features include East Clay Pit and Middle Clay Pit, offering proximity to scenic and recreational areas.

Dunncreek Advisors LLC stands out for its fiduciary commitment, client-first philosophy, and focus on long-term financial security. The firm’s emphasis on education, transparency, and personalized planning has built a reputation for trust and reliability in the St. Paul community. Clients benefit from a consistent, holistic approach to financial life planning.

Dunncreek Advisors LLC is a trusted guide for St. Paul residents navigating the complexities of retirement and long-term financial planning.