Insights

Niche Market Focus Dunlap & Associates specializes in retirement planning and tax-smart savings strategies, targeting clients approaching or entering retirement, which presents an opportunity to offer tailored wealth management solutions and complementary financial products.

Regional Presence Located in Peachtree City, Georgia, the company serves a localized client base, making it strategic to propose local seminars, community engagement, and region-specific financial services to attract nearby high-net-worth individuals.

Technology Integration Utilizing platforms like Google Analytics and cloud services, Dunlap & Associates emphasizes digital presence and data-driven approaches, highlighting opportunities to introduce advanced digital marketing tools or client portals to enhance service delivery.

Growth Potential With revenue between one million and ten million and a small team, there is potential for expansion through partnerships with larger firms or targeted marketing campaigns aimed at high-income clients seeking personalized wealth management services.

Competitive Positioning Operating in a highly competitive industry with major players like Charles Schwab and Fidelity, Dunlap & Associates can leverage its personalized, local service expertise to differentiate itself and attract clients seeking customized financial planning over larger institutional options.

Dunlap & Associates Wealth Management Tech Stack

Dunlap & Associates Wealth Management uses 8 technology products and services including Open Graph, Cloudflare, FMG Suite, and more. Explore Dunlap & Associates Wealth Management's tech stack below.

  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • FMG Suite
    Content Marketing
  • MySQL
    Database
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics
  • OpenResty
    Web Servers
  • prettyPhoto
    Web Tools And Plugins

Media & News

Dunlap & Associates Wealth Management's Email Address Formats

Dunlap & Associates Wealth Management uses at least 1 format(s):
Dunlap & Associates Wealth Management Email FormatsExamplePercentage
First@raydunlap.comJohn@raydunlap.com
75%
FLast@raydunlap.comJDoe@raydunlap.com
13%
Last@raydunlap.comDoe@raydunlap.com
12%

Frequently Asked Questions

Where is Dunlap & Associates Wealth Management's headquarters located?

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Dunlap & Associates Wealth Management's main headquarters is located at 1401 Georgian Park Suite 210 Peachtree City, Georgia 30269 United States. The company has employees across 1 continents, including North America.

What is Dunlap & Associates Wealth Management's official website and social media links?

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Dunlap & Associates Wealth Management's official website is raydunlap.com and has social profiles on LinkedIn.

What is Dunlap & Associates Wealth Management's NAICS code?

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Dunlap & Associates Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Dunlap & Associates Wealth Management have currently?

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As of April 2026, Dunlap & Associates Wealth Management has approximately 7 employees across 1 continents, including North America. Key team members include President, Cfp®, Aif®: R. D.Owner: D. M.Senior Vice President: S. D.. Explore Dunlap & Associates Wealth Management's employee directory with LeadIQ.

What industry does Dunlap & Associates Wealth Management belong to?

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Dunlap & Associates Wealth Management operates in the Financial Services industry.

What technology does Dunlap & Associates Wealth Management use?

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Dunlap & Associates Wealth Management's tech stack includes Open GraphCloudflareFMG SuiteMySQLPHPGoogle AnalyticsOpenRestyprettyPhoto.

What is Dunlap & Associates Wealth Management's email format?

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Dunlap & Associates Wealth Management's email format typically follows the pattern of First@raydunlap.com. Find more Dunlap & Associates Wealth Management email formats with LeadIQ.

When was Dunlap & Associates Wealth Management founded?

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Dunlap & Associates Wealth Management was founded in 1999.

Dunlap & Associates Wealth Management

Financial ServicesGeorgia, United States2-10 Employees

As you prepare for and then enter retirement, you likely have at least one of three questions:

1.) Do I have enough money saved to enjoy my retirement?

2.) Will my money last as long as I need it to?

3.) How will I take care of those “unexpected” expenses?

We’ve been helping people confidently answer these questions for over 35 years.
 
At Dunlap & Associates, we develop tax-smart savings and income strategies that are designed to be proactive and mindful of your unique situation. In doing so, we hope to help you prepare for the unexpected while protecting your financial future.

Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Dunlap & Associates Wealth Management, 1401 Georgian Park, Ste. 210, Peachtree City, GA 30269. (770) 632-2674.

The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.

Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.

Section iconCompany Overview

Headquarters
1401 Georgian Park Suite 210 Peachtree City, Georgia 30269 United States
NAICS Code
52 - Finance and Insurance
Founded
1999
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Dunlap & Associates Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Dunlap & Associates Wealth Management's revenue is estimated to be in the range of $1M$10M

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