Lynn Dunston (CFP®, EA)

Lynn Dunston focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Baby Boomers
  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

Family Office, Retirement Planning, Business Succession Planning, Estate Planning, Tax Planning, Investment Advisory

Additional Information

With more than 20 years of experience in the financial services industry, Lynn is passionate about helping highly successful families, executives and business owners accomplish their financial objectives. A graduate of Harvard University, Lynn brings a rigorous, research-driven approach to the field of wealth management. Lynn is?a recognized wealth planning expert who has regularly been featured in such publications as The New York Times, The Wall Street Journal, Kiplinger, Forbes and many others. Lynn is also an?Enrolled Agent?(EA) of the IRS.?EAs are recognized as “America’s tax experts” and can advise clients on all tax matters pertaining to business, individual and estate tax concerns.? Outside of work, Lynn enjoys spending time with his daughter and his wife. Lynn also loves the outdoors, and he enjoys ultra-marathon trail running, mountain biking and road cycling. Giving back to the community is also important. Lynn has served as a board member for the non-profit, Smart Girl, Inc., an organization committed to helping young girls make smart choices. Lynn also regularly serves underprivileged youth by taking them on mountain bike rides for the non-profit organization?Trips for Kids Denver/Boulder.

NAPFA Start Date

June 01, 2016

This Office

One Mercantile Street Worcester, MA 01608 Phone: (866) 231-3387

Other Offices

4845 Pearl East Circle Suite 101 Boulder, CO 80301 Phone: (720) 874-9714
2425 E. Camelback Rd. Suite 150 Phoenix, AZ 85016 Phone: (866) 231-3387
501 Boylston Street Boston, MA 02116 Phone: (866) 231-3387
415 Mission Street San Francisco, CA 94105 Phone: (866) 231-3387
200 Columbine Street Suite 220 Denver, CO 80206 Phone: (866) 231-3387 Fax: (314) 862-6139
1624 Market St Ste 205 Denver, CO 80202-1518 Phone: (720) 874-9769