The Lee & Dunn Group
A true financial partner with your best interests in mind
Tailored Wealth Management
Your choice for Financial Services
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
View all your finances in one place. Get started today.
"It's far better to buy a wonderful company at a fair price, than a fair company at a wonderful price."
- Warren Buffett
People choose their careers for many different reasons. When we decided to become Financial Advisors, we were driven by a genuine passion for creating great outcomes in clients’ lives and a deep desire to help them achieve the things they wanted for themselves and the people they care about.
We have closely guided high-net-worth individuals, corporate executives and families through many market cycles, led by a thorough understanding of their unique situations and an unwavering commitment to keep their best interests first.
In Baird, we have a partner that shares our passion for wealth management, with world-class resources and deep expertise to support us in our mission to provide the very best advice and service we can in important areas, including:
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.
Meet Our Team