By keeping the heart of God at the heart of planning, we empower families to transform their True Wealth into an Intentional and Meaningful Legacy.
Dunavant Wealth Group has been helping our clients with a personalized approach to wealth planning, accumulation and preservation since 1999. Led by Principal Eric Dunavant, CFP®, QKA™, our firm acts as “family CFO”, providing guidance to assist with our clients’ financial needs and helping plan their legacies for future generations.
We recognize that as your wealth grows, your time and energy to manage it decreases. We can help you increase the amount of free time you so richly deserve. By working with us now, we can arrange all the details that may impact your financial future, sparing you and your loved ones from having to make difficult decisions later.
Our firm’s wealth counseling services are designed to help our clients find clarity as to their life purpose and passion so that they have a clear understanding of how their financial plan aligns with their lives. Our family wealth plans focus on retirement and education planning, insurance analysis and estate planning.
We are passionate about working hand-in-hand with you to understand your aspirations and are thereby able to develop a solid financial plan that supports your goals. Likewise, we collaborate with your other advisors whether they be legal, accounting or financial. Our greatest satisfaction comes in helping you realize your dreams and expectations in ways you never imagined possible.
Please consider Dunavant Wealth Group and Experience the Dunavant Difference for yourself.