Lynn Dunston
CFP®, EA, M.Div., Th.M.
Moneta
Partner
Lynn Dunston
CFP®, EA, M.Div., Th.M.
Moneta
Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lynn Dunston, CFP®, EA, M.Div., Th.M.
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Lynn Dunston is a Denver, CO fee-only financial advisor and wealth manager. Moneta is a comprehensive wealth advisory firm that offers highly customized wealth management solutions with an unparalleled level of care, commitment and personalized service. Importantly, this is done on a fee-only, fiduciary basis without the inherent conflicts of interest found within most sales-based brokerage and bank models. You’ve worked hard to get where you are, and you deserve better. We never sell products and we always place our clients’ interests ahead of our own. At Moneta, our only goal is to help you accomplish yours.
With more than 20 years of experience in the financial services industry, Lynn Dunston 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.
“The more complex the better” is something Lynn often says of the types of clients he enjoys helping. Whether it’s the transfer of a multi-generational family business, the development of a highly complex estate or philanthropic plan, or navigating the tax complexities of executive compensation plans, Lynn enjoys helping his clients achieve the peace of mind they desire.
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. As a life-long learner, Lynn is also working toward becoming a Certified Public Accountant (CPA), is currently studying for a Masters in Taxation (MTax) from the University of Colorado and is in the final stages of completing the Accredited Estate Planner (AEP) designation, a graduate-level designation for advanced estate planning professionals.
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.
Lynn Dunston is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Moneta is an independent registered investment advisor (RIA). We are fiduciaries and 100% objective. We operate and advise clients without bias. We are backed by the resources, security and longevity of a large firm, but still maintain the personalized attention our clients know and deserve. We have the freedom to leverage a large and diverse set of solutions for our clients. We are a client-first firm–always.
Moneta was ranked the nation’s second largest fee-only Registered Investment Adviser (RIA) by InvestmentNews in 2019 with more than $20 billion in assets under management (AUM). In the third quarter of 2019, Moneta opens its first expansion office in Cherry Creek, Colorado after 150 years of making St. Louis, Missouri our exclusive home.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Lynn Dunston is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Lynn Dunston is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Lynn Dunston is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
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Lynn Dunston is Quoted in Citywire: "Moneta makes first RIA deal in Denver"
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Lynn Dunston is Quoted in the New York Times: "The 21 Questions You’re Going to Need to Ask About Investment Fees"
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Lynn Dunston is Quoted on Kiplinger: "Moving to Be Near the Grandkids"
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Lynn Dunston is Quoted in the Herald Tribune: "Fees are crux of investments"
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Lynn Dunston is Quoted in Investor's Business Daily: "Attentive Advisors Create A Comfortable Space For Clients To Share"
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Lynn Dunston is Featured in NAPFA Advisor: "The dynamic duo"
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Lynn Dunston is Quoted in Forbes: "Billion-Dollar Broker Workstation Vs. $5,000 DIY Financial Advisor MacBook Platform"
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Lynn Dunston is Quoted on CNBC: "Bitcoin is too risky to treat as a ‘serious’ investment, financial advisers say"
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Lynn Dunston is Quoted in the Wall Street Journal: "How Entrepreneurs Can Use IRAs to Finance Startups"
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Lynn Dunston is Quoted in MarketWatch: "There’s good early retirement and bad early retirement. What to do if you get the bad one"
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Lynn Dunston is Quoted in Real Deal: "Most Older Workers Are Forced Into Retirement: 4 Ways to Deal"
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Lynn Dunston is Quoted in the Chicago Tribune: "Pros and cons of retiring near children"
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Lynn Dunston is Quoted on Kiplinger: "Middle Class Families Making It Work"
Contact Lynn Dunston
Office Locations:
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200 Columbine Street
Suite 220
Denver, CO 80206 -
100 S. Brentwood Blvd.
St. Louis, MO 63105 -
501 Boylston St.
Boston, MA 02116 -
One Mercantile St.
Suite 750
Worcester, MA 01608 -
2425 E. Camelback Rd
Suite 150
Phoenix, AZ 85016 -
1900 Shawnee Mission Pkwy
Suite 325
Mission Woods, KS 66205 -
415 Mission St.
San Francisco, CA 94105
