Brendan G. Dunleavy, CPA
Brendan G. Dunleavy
Phone: (248) 663-4778
Fax: (248) 827-7378
Brendan Dunleavy is Executive Director of Dunleavy Wealth Management, with Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held companies.
As Executive Director he is uniquely qualified to address the diverse needs of high net-worth individuals. He provides wealth management as well as recommendations for asset allocation, funding for education, retirement and long-term care insurance. He works closely with business owners, executive teams and their advisors to realize their financial goals.
Recognition & Awards
- Selected by Hour Detroit as a 5 Star Wealth Manager 2010, 2011, 2012, 2013, 2014, 2015, 2016, & 2017*
- Crain's Detroit Business "Top 40 Under 40", 1999**
- B.A. in Accounting, 1983
- Michigan State University
- Masters of Science in Finance, 1994
- Walsh College, Troy, Michigan
- Life, Accident & Health
- Series 7
- Series 65
Memberships & Affiliations
- Michigan Association of Certified Public Accountants
- American Institute of Certified Public Accountants
Brendan and his wife, Eileen, reside in Plymouth, Michigan with their five children, Kathleen, Colleen, Brendan Pat, Maura, and Mary Grace. Brendan is very active in his community. He is a member of Our Lady of Good Counsel and enjoys spending time with his family and friends.
*The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC (dba Five Star Professional). 1,836 Detroit area wealth managers were considered for the award; 356 (19 percent of candidates) were named 2017 Five Star Wealth Managers. 2016: 1,961 considered, 630 winners; 2015: 2,238 considered, 627 winners; 2014: 3,448 considered, 658 winners; 2013: 2,762 considered, 749 winners; 2012: 2,658 considered, 745 winners. Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credential professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) Non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served; (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score.
The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of the wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, however, award winners may purchase additional profile ad space or promotional products. Five Star Professional is not an advisory firm.
**The award recipients are nominated by someone other than themselves who answers questions about how the nominee has assisted in building a business or has built a business themselves and how their professional work has helped out our local community. The team at Crain’s Detroit then selects 40 winners each year from the list of nominations.