Fathom Financial Partners (formerly Dunleavy Wealth Management) is a modern wealth advisory firm designed for people who want more than traditional planning. We work with clarity, intention, and empathy, helping clients navigate life’s biggest financial decisions with a team, not a script. Our mission is simple: to be a lifelong partner in guiding clients toward a confident financial future, offering clarity, perspective, and thoughtful planning at every stage of life. And at the heart of our work is this promise: To bring clarity and certainty to every financial journey, fostering lasting prosperity, growth, and well-being for the clients we partner with and the team we grow alongside. |
![]() |
![]() |
The Meaning of FathomThe name Fathom carries a dual meaning that reflects the heart of our philosophy. In English, it means to measure depth and to understand fully. In Irish, fáth means cause, reason, or purpose. Together, these roots express how we work: helping you explore beneath the surface, uncover meaning in your wealth, and connect each financial decision to a greater purpose. Fathom is also tied to human scale and navigation. Sailors once measured depth by hand, lowering rope a fathom at a time to know what lay beneath. That image captures our role, not to steer for you, but to help you chart the course, avoid unseen risks, and move forward with clarity and direction. |
A Different Kind of Wealth PartnerOur firm was built to rethink what financial advice should feel like: collaborative, transparent, and human. At Fathom, we don’t believe one advisor should do it all. Our ensemble model brings together a team of perspectives, working in sync to create a strategy that’s built around you, not around products. We’re not here to sell. We’re here to listen, simplify, and guide. Our approach blends deep expertise with a desire to reimagine what wealth can do, not just for the future, but for today. |
![]() |
![]() |
Our StoryMore than 20 years ago, Brendan Dunleavy and his assistant Paula started Dunleavy Wealth Management, a firm built on honesty, care, and personal connection. Over the years, that small beginning grew into a collaborative team with a shared philosophy and a clear purpose. Today, as Fathom Financial Partners, we honor those roots while carrying the legacy forward, boldly human, quietly disruptive, and entirely committed to making wealth beautifully clear. |
By the Numbers
The figures only scratch the surface, but they highlight the heart of our work:
Team Members |
Assets Under Management |
Meet the Team
Behind Fathom is a dedicated team who believes in doing things differently: collaborative in approach, personal in connection, and deeply committed to helping you move forward with clarity and purpose.




Team Members
Assets Under Management
