Brendan G. Dunleavy, CPA
Brendan G. Dunleavy
Executive Director of Financial Planning
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 Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a 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 magazine.