Meet Five Star Wealth Manager , an award-winning wealth manager in Southfield, MI.

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Detroit Five Star award winners
PROFESSIONAL PROFILE
                            
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Dunleavy Wealth Management
28411 Northwestern Hwy Ste 1300
Southfield, MI 48034
Office: 248-663-4780
dwm@dunleavywealth.com
www.dunleavywealth.com
Professional ApproachWe strive to be the firm of choice for people who want professional guidance in making the transition from a lifetime of work to a successful retirement. We have built our reputation with clients through our integrated holistic approach to financial planning. We work with medical, hospital, and university employees, business owners, executives, engineers, teachers, auto workers, families, and single parents. We believe everyone deserves planning and service specific to their own unique situation.
Brendan G. Dunleavy, CPAExecutive DirectorPhone: 248-663-4778

Since 1996, Brendan Dunleavy has served as the 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 ordinary individuals and families as well as 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 help them pursue their financial goals.
From 1991 through 2004, he served as Assistant Auditor General and Auditor General for the County of Wayne.
From 1984 through 1991, he worked as an Audit Manager for Ernst & Young CPA firm.
Recognitions & Awards
5 Star Wealth Manager, selected 9 times by Hour Detroit*
Crain’s Detroit Business “Top 40 Under 40” in 1999**
Education
Brendan earned his Bachelors of Art in accounting from Michigan State University in 1983. In 1994, He received a Masters of Science in Finance from Walsh College in Troy, Michigan.
Professional Registrations
Life, Accident & Health insurance licensed
FINRA Series 7 & 65
Memberships & Affiliations
Michigan Association of Certified Public Accountants
American Institute of Certified Public Accountants
On a Personal Note
Brendan and his wife, Eileen, reside in Plymouth, Michigan where they raised their five children, Kathleen, Colleen, Brendan Pat, Maura, and Mary Grace who have now graduated from college and moved on to start lives of their own. Brendan is very active in his community and is a member of Our Lady of Good Counsel. He enjoys spending time with his family and friends, but especially loves spending time with his grandchildren.
Douglas A. Dawe, CFP®Phone: 248-663-4792

Doug Dawe is Director of Financial Planning of Dunleavy Wealth Management, with Michigan Financial Companies, a wealth management firm focused on retirement & estate planning, wealth accumulation, business planning and executive benefits for individuals and closely-held businesses.
As a Certified Financial Planner™ with 15 years of financial planning experience and a total of 25 years of business experience, Mr. Dawe is uniquely qualified to assist individuals and businesses pursue their financial goals. He provides recommendations for retirement strategies, asset allocation and wealth management and business succession planning.
As Director of Financial Planning for Dunleavy Wealth Management, Mr. Dawe is responsible for creating financial plans and economic analysis for the firm. He is experienced and knowledgeable in financial planning strategies for businesses, and for clients as they consider retirement.
Education
Doug graduated from Colorado College in 1993 with a Bachelors of Science in Political Science.
Professional Registrations
CERTIFIED FINANCIAL PLANNER™
Life, Accident & Health insurance licensed
FINRA Series 6, 7, 63 and 65
Memberships & Affiliations
Family Face Ministries, Board of Directors
Member, Financial Planning Association
Member, Financial Services Institute
On a Personal Note
Doug resides in Ortonville with his wife, Jennifer, where they homeschooled their three children, Christian, Emma & Megann

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                        This award was issued on 05/01/2025 by Five Star Professional (FSP) for the time period 08/21/2024 through 02/28/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3715 Detroit-area wealth managers were considered for the award; 289 (8 % of candidates) were named 2025 Five Star Wealth Managers.  The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,651, 278, 8%, 5/1/24, 9/5/23 - 2/29/24;  2023: 3,550, 312, 8.7%, 5/1/23, 9/5/22 - 3/3/23;  2022: 3273, 304, 9%, 5/1/22, 9/3/21 - 3/11/22; 2021: 3260, 275, 8%, 5/1/21, 8/10/20 - 3/19/21; 2020: 3105, 284, 9%, 5/1/20, 8/1/19 - 3/20/20; 2019: 2987, 347, 12%, 5/1/19, 8/21/18 - 3/19/19; 2018: 3069, 322, 10%, 5/1/18, 8/30/17 - 3/19/18; 2017: 1836, 356, 19%, 5/1/17, 8/24/16 - 2/24/17; 2016: 1961, 630, 32%, 4/1/16, 10/22/15 - 3/9/16; 2015: 2238, 627, 28%, 5/1/15, 10/22/14 - 3/9/15; 2014: 3448, 658, 19%, 5/1/14, 10/22/13 - 3/9/14; 2013: 2762, 749, 27%, 5/1/13, 10/22/12 - 3/9/13; 2012: 2658, 745, 28%, 5/1/12, 10/22/11 - 3/9/12. 
                    
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. We are strongly committed to diversity and equal opportunity.
 
        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.  FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. 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 FSP or this publication. 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 FSP in the future. Visit www.fivestarprofessional.com.