Financial Clarity for Engineers and Automotive Professionals

Strategies Built With the Same Precision You Bring to Your Work.

At Fathom, we apply design thinking to your financial life - turning complexity into clarity and building strategies as carefully as the projects you create.

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Don't Just Take Our Word For It

Prior to retirement we had a portfolio of investments and mutual funds that we were comfortable with but as we neared retirement, we realized we needed help in understanding the best way to navigate the rules and taxes surrounding retirement income. We met with Brendan to discuss how best to manage our existing investments, the pension that we would be getting from Ford upon retirement, and social security.
- Doug Kuhel - Engine Powertrain Engineer, Ford Motor Company -
- Cheryl Kuhel - Change Control Analyst, Ford Motor Company -

Working with you and all the associates at Fathom Financial Partners (formerly Dunleavy Wealth Management) is great. You and all of your staff are friendly, open and honest, down to earth and easy to talk to. You make us feel comfortable during our meetings and are always willing to take the time to explain everything when we "don't quite understand" and we appreciate your patience. The financial planning, reviews, and discussions make Laura and I feel very comfortable about our future, and thankful that we moved our assets over to Fathom Financial Partners (formerly Dunleavy Wealth Management).
- Matt & Laura Fischer -

I have been a client since 2007 and have personally and professionally enjoyed our relationship. I was referred by other Ford retirees. I retired on what I considered sufficient but marginal savings. Shortly after I retired the great recession hit. Brendan successfully guided my portfolio through the recession and grew it to a more than comfortable level today. More comfortable than I envisioned. Brendan and his staff are very customer oriented and very knowledgeable in multiple areas. I never have to call twice and am always well informed. They go above and beyond expectations.
- Gerry Olexsey - Strategy Manager (Leadership Development Program), Ford Motor Company -

I have been working with Brendan and his team since my retirement in December, 2020. It’s been a great relationship. They have taken, and continue to take, the time to understand my (sometimes changing) present and future lifestyle and financial goals, and respond to them accordingly. It’s been a truly comfortable “hands-free” driving experience that’s led me to recommend Fathom Financial Partners (Dunleavy Wealth Management) to both friends and family.
- Tom Skelly - Director (International Tax and Transfer Pricing) Ford Motor Company -

Why Engineers Work With Us

Clarity in Complexity

We simplify stock options, equity compensation, and variable income.

A Plan That Evolves With You

Strategies that grow with your career and ambitions.

Advice That Resonates

Experience serving STEM professionals means guidance that fits your world.

What You Can Expect

	Confidence in Retirement Optimized contributions and strategies for your future.
	Strategies for Unique Income Planning for stock options and variable pay.
	Protection That Matters Safeguarding income, assets, and family.
	A Legacy With Intention Estate planning that reflects your values.
	Support in Transition Guidance through education, role changes, and new opportunities.

Why Fathom is Different

A Tailored
Approach

Precision and depth designed for engineers.

An Ensemble
Team

More than one advisor, a team collaborating on your behalf.

Integrated
Solutions

Tax, retirement, risk, and legacy all connected into one plan.

Ready to Take the Next Step?

Your wealth should feel clear, connected, and purposeful. Let’s design a plan that makes it so.

Start the conversation

Financial Clarity for Engineers and Automotive Professionals

Don't Just Take Our Word For It