Regulatory Disclosure

Dunn Financial Advisors is a registered investment advisory firm registered in the state of Virginia. Our registration document (called the "Form ADV") is available from Dunn Financial Advisors and Virginia. A copy of this document must be provided to you before services are initiated. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to provide financial advice or investment advisory services. Such an offer can only be made in the state of Virginia, where we are registered as an investment advisor, or where we are excluded from registration or where an exemption from such registration exists. We are legally empowered to provide investment advisory services to residents of Virginia and certain other states. Advice can only be rendered after all of the following conditions are met:
  1. Delivery of our Form ADV Part II to you.
  2. Execution of an Investment Advisory and / or Financial Planning agreement between you and us.
  3. Initial payment of the planning fee or investment advisory fee by you to us.

Any and all responses will be made in compliance with applicable state and federal law.

This medium is limited to providing you with general information on our services and provides a way for you to contact us. It does not intend to be a complete description of our services or performance.

The information presented herein is complied from sources believed to be reliable. However, accuracy cannot be guaranteed.

Nothing on this web site shall be construed as advice to any particular investment need or investor. All references regarding investment or portfolio returns are based on historical data. One should not assume that this performance will continue in the future as past performance or results is not an indication of future performance or results.

At certain places on this site, live "links" to other Internet addresses may be accessed. Such external Internet addresses contain information created, published, maintained, and otherwise posted by institutions or organizations independent of Dunn Financial Advisors. Dunn Financial Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Dunn Financial Advisors.

All Rights Reserved. January 1, 2003. Dunn Financial Advisors
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