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“You Can Have Everything In Life You Want, If You Will Just Help Enough Other People Get What They Want.”

Zig Ziglar

We Don’t Start With “How Much Do You Have?”

But Rather, “How Can We Help?

Because You Come Before Your Wealth.

This Is What We Believe


And it fuels our interactions with you, each other, and our community partners every day. At Dunleavy Wealth Management we know that simply managing your wealth is not enough. Whatever financial freedom means to you, let us find it. We are here to be your financial advocates, support team, and life-long partners along the way.

Are We Right For You?


We strive to be the firm of choice for people who want professional guidance in making the transition from a lifetime of work to a successful retirement. We have built our reputation with clients through our integrated holistic approach to financial planning. We work with medical, hospital, and university employees, government employees, business owners, executives, engineers, teachers, auto workers, families, and single parents. We believe everyone deserves planning and service specific to their own unique situation.


Could You Use a Financial Advocate On Your Side?

We’re Happy To Help

Making You & Your Goals

Our Highest Priority

Before We Get Started,
There Are a Few Things You Should Know About Us


Bringing the best of experience and longevity to our practice, we are a multi-generational firm dedicated to helping you during your lifetime and into your legacy. At Dunleavy Wealth Management, we pride ourselves on doing things a little differently. Here’s what you can expect when working with us:


Personalization

Ongoing Communication

Team-Oriented Planning

We operate under a service team model, meaning you can call our office at any time and someone will be there to assist in answering your important questions. Additionally, we work with other seasoned professionals, including attorneys and CPAs, to offer truly comprehensive financial strategies for you.

Succession


Now That You Know What’s Important To Us, Tell Us What Matters Most To You

Contact Us Today

Learn More About Your Team

Doug Dawe, CFP® Photo

Doug Dawe, CFP®

Director of Financial Planning
Read Bio

Doug Dawe, CFP®

Director of Financial Planning


Phone: (248) 663-4792
Emailddawe@dunleavywealth.com

As our Director of Financial Planning, I bring 13 years of financial planning experience and 25 years in business to my position at Dunleavy Wealth Management. I work with individuals, families, and businesses to identify and realize their financial goals. With our team, I provide recommendations for retirement strategies, insurance protection planning, and wealth management, as well as business succession planning.

Education

I graduated from Colorado College in 1993 with a Bachelors of Science in Political Science.

Professional Registrations

My professional registrations include:

  • CERTIFIED FINANCIAL PLANNER™
  • Life, Accident & Health insurance licensed
  • FINRA Series 6, 7, 63 and 66

Memberships & Affiliations

I am actively involved in several organizations including:

  • Family Face Ministries, Board of Directors
  • Financial Planning Association
  • Financial Services Institute

On a Personal Note

My wife, Jennifer, and I reside in Ortonville, where we homeschooled our three children, Christian, Emma and Megann.

Brendan Dunleavy, CPA Photo

Brendan Dunleavy, CPA

Executive Director
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Brendan Dunleavy, CPA

Executive Director


Phone: (248) 663-4778
Emailbdunleavy@dunleavywealth.com

As our firm’s Executive Director, I’ve found myself in the position of understanding and addressing the complex and diverse needs of our high-net-worth clients. I’m here to offer wealth management as well as recommendations for asset allocation, funding for education, retirement and long-term care insurance.

I often work closely with business owners, executive teams and their advisors to help these clients determine and realize their financial goals.

Recognitions & Awards

I’ve been honored to receive several industry recognitions including:

  • 5 Star Wealth Manager, selected by Hour Detroit in 2010, 2011, 2012, 2013, 2014 & 2015*
  • Crain’s Detroit Business “Top 40 Under 40” in 1999

Education

I earned my Bachelors of Art in accounting from Michigan State University in 1983. In 1994, I received a Masters of Science in Finance from Walsh College in Troy, Michigan.

Professional Registrations

My professional registrations include:

  • Life, Accident & Health insurance licensed
  • FINRA Series 7 & 65

Memberships & Affiliations

I am actively involved in several organizations including:

  • Michigan Association of Certified Public Accountants
  • American Institute of Certified Public Accountants

On a Personal Note

My wife, Eileen, and I live in Plymouth, Michigan where we raised our five children, Kathleen, Colleen, Brendan Pat, Maura and Mary Grace, who have now graduated from college and moved on to start lives of their own. I enjoy playing an active role in my community and am a member of Our Lady of Good Counsel. In my free time, you’ll find me spending time with my family and friends, but I especially love spending time with my new granddaughter, Eloise.

*The FIVE STAR Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or magazine.

Christina Mick Photo

Christina Mick

Senior Advisor
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Christina Mick

Senior Advisor


Phone: (248) 663-4791
Emailcmick@dunleavywealth.com

I have been working in the financial services industry since 2003. As an Investment Advisor Representative at Dunleavy Wealth Management, I help high net-worth individuals navigate their diverse and complex financial needs. In doing so, I’m happy to offer recommendations for asset allocation, funding for education, retirement and long-term care insurance. In addition, I enjoy working closely with business owners, executive teams and their advisors to address both their personal and professional financial concerns.

Education

I received my Bachelors of Science in Anthropology-Zoology in 2000 from the University of Michigan.

Professional Registrations

My professional registrations include:

  • Life, Accident & Health insurance licensed
  • FINRA Series 7, 63 and 66

Memberships & Affiliations

I am actively involved in several organizations including:

  • Lake Orion Chamber of Commerce
  • National Organization of Women
  • Financial Services Institute

On a Personal Note

I live in Lake Orion with my husband, Sean, our two boys, and our many rescue animals.

Andrew Behm Photo

Andrew Behm

Senior Director of Wealth Management
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Andrew Behm

Senior Director of Wealth Management


Phone: (248) 663-4717
Emailabehm@dunleavywealth.com

I offer our clients assistance with estate planning strategies, wealth accumulation, business planning strategies and publicly and privately-held company executive benefits. I work with municipal and large employment groups to provide recommendations and strategies covering risk management, retirement conservation and business succession.

As a financial advisor with Dunleavy Wealth Management, I’m in a unique position to address the diverse needs of my clients. I am always striving to combine my experience in financial planning with my dedication to highly personalized communication for my clients.

Education

I graduated fromThe University of Michigan with a Bachelors of Science in 1996.

Professional Registrations

My professional registrations include:

  • Life, Accident & Health insurance licensed
  • Variable Life and Annuities License
  • FINRA Series 7 and 66

Memberships & Affiliations

I am actively involved in several organizations including:

  • Vista Maria, Board Advisor
  • University of Michigan Alumni, 
  • M Club Varsity Letterwinners
  • NAFA
  • FSP

On a Personal Note

In addition to serving clients at the highest level, I am very active with my two children's’ activities and upbringing.  I enjoy giving my time to work with several charitable organizations providing resources for children in Kenya and in southeast Michigan.

Matt Stirling Photo

Matt Stirling

Read Bio

Matt Stirling


Phone: (248) 663-4782
Emailmstirling@dunleavywealth.com

Our team and I help our high-net-worth clients address their biggest financial concerns. In doing so, we offer recommendations on asset allocation, funding for education, retirement and long-term care insurance. Additionally, we work closely with business owners, executive teams and their advisors to help them realize their financial goals.

Education

I graduated from Oakland University in 2016 with a Bachelors of Science in Finance.

Professional Registrations

My professional registrations include:

  • Life, Accident & Health insurance licensed
  • Variable Life and Annuities License
  • FINRA Series 7 and 66

On a Personal Note

I currently live in South Lyon. I enjoy coaching Oakland University’s hockey team and playing golf in my spare time. During the summer months, I head “up north” to spend time in the Oscoda and Harbor Springs area.

Helping Your Lifetime Of Work

End In a Successful Retirement

In our opinion, comprehensive financial plans should be available to all, without exorbitant fees or minimum income level requirements. We believe in putting your worth ahead of your net worth. That’s why we offer a complimentary, comprehensive written financial analysis to everyone seeking our services.

Learn More About Our Offerings





What Are Your Biggest Financial Concerns? We May Be Able To Help.

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Offering Holistic Wealth Management Services
In Michigan and Beyond


You have worked hard for your wealth, let us make sure it’s working hard for you. We are happy to answer any questions you may have or schedule a free consultation meeting if you are interested in learning more. Simply give us a call today or fill out the form below to get started.


Dunleavy Wealth Management

Michigan Financial Companies


Address

28411 Northwestern Highway, Suite 1300
Southfield, MI 48034 

Contact

Phone: 248-663-4780
Fax: 248-827-7378
Email: dwm@dunleavywealth.com

We are located in Southfield, Michigan, on the 13th floor of the Village Green building. The office is at the corner of Northwestern Highway and Beck Road, just north of I-696.

Check the background of this firm/advisor on FINRA’s BrokerCheck.