Our Team

Group Picture July 2017



Full-service financial management
Common Cents Planning is a full-service wealth management company. Our expertise extends well beyond asset management to financial, retirement, and estate planning; risk management; and a full complement of insurance products, including long-term care, life, and disability insurance.

Streamlined, time-saving, financial management expertise
Our services seek to make it easier for our clients to build, manage, and preserve their wealth by simplifying and streamlining their financial activities. We utilize a team-based approach that includes financial planners to educate our clients about their financial options and to proactively address each client's unique financial needs. Our comprehensive, solutions-oriented approach gives clients the direction and confidence they need to take action toward their financial goals.

Busy professionals, business owners, and retirees
We work closely with busy professionals, business owners, and those transitioning into retirement to deliver customized wealth management strategies and world-class service. We work together with our clients to develop a trusted long-term relationship with our experienced wealth management team.

Comprehensive guidance and world-class service
We believe that comprehensive financial planning is key to your long-term financial success and to your peace of mind. Therefore, our goal is to help all clients maximize the power of their income and assets by implementing time-tested strategies for saving, investing, spending, and capital preservation. Our full-service team is committed to offering every client continuous personal attention so that every detail of your wealth management strategy is fully implemented, both now and into the future.

Complimentary initial consultation
If you feel you may benefit from the services of Common Cents Planning, please contact us to schedule an appointment. We look forward to discussing your financial goals and how Common Cents Planning may be able to assist you.

Named a “FIVE STAR Wealth Manager: Best in Client Satisfaction” by Philadelphia Magazine in 2012, 2013, 2014, 2015, 2016, and 2017.*

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,677 Philadelphia wealth managers were considered for the award; 557 (25 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.


We Take a "Common Cents" Approach to Pursuing Your Financial Goals

Common Cents Planning evolved out of Dunbar and Associates, Inc., which was founded in 1985. The name was changed to reflect how we provide service to our clients.

Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know

The following piece highlights important changes affecting you and suggests potential strategies to employ.


Tax Cuts and Jobs Act of 2017: What Taxpayers Need to Know

Uncommon Cents of Humor

Enjoy an article written about Fred Dunbar and published in the Seven Mile Times in NJ.  It is a wonderful article about Fred’s success in business and life. 

Uncommon Cents of Humor


Common Cents Planning Building
Common Cents Planning Building


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