Our Mission
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.
What significant moments in your life have made you feel most fulfilled?
What is your ultimate purpose?
Do you have a clear plan to help you on your path?
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.
Contact us today. We welcome the opportunity to get to know you and provide you with the insight you need in working towards financial independence.
Personalized Service
Dunavant Wealth Group uses a personalized approach to wealth planning, accumulation and preservation. Led by Dunavant Wealth Group’s President, Eric Dunavant, CFP®, QKA™, and supported by our experienced team, our mission is to inspire you to make the right decisions for your financial future. We strive to educate, motivate and serve our clients in a way that far exceeds expectations.
At Dunavant Wealth Group, we act as your “family CFO”, providing direction and strategies to all of your financial needs. Our firm’s offerings are structured in two distinct ways – Wealth Counseling & Wealth Management – which you can engage at your discretion during your client experience.
Our Emphasis on Independence
We are an independently-owned Registered Investment Advisor (RIA) firm which allows us the freedom to offer our clients solid guidance on their complete financial picture. Our only agenda is providing our clients the financial direction they need to help pursue their investment objectives, free of any conflicts of interest. Our success is directly tied to the success of our clients. Through our extensive network, we provide access to top industry professionals, educational workshops and a variety of social events we host throughout the year for the whole family.
As a member of Kingdom Advisors, we are part of a community of financial professionals committed to realizing purpose and fulfillment in our work, offering meaningful and eternally focused counsel to clients and having a positive impact on the financial paradigms in our culture.
