We take a "common sense" 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.
Named a “ *FIVE STAR Wealth Manager: Best in Client Satisfaction” by Philadelphia Magazine in
2009 and 2010.
*Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.
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Featured Content: Latest Article and Market Commentaries
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The ABCs of Finance: Tips and Tools for Raising a Smart Investor: By introducing sound financial habits at an early age, you'll give your child a head start on the path to becoming an informed investor.
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