Louie Perraut Financial Advisor

I’ll be honest—spring cleaning isn’t my favorite thing… but nothing beats that feeling once it’s done.

A thoughtful financial refresh doesn’t require starting over.

Our Spring Financial Checklist outlines a few key areas to review so you can simplify and bring clarity to your financial picture.

We’re proud to share a closer look at the people who guide our work and support our clients every day.

Get to know the Fathom team: https://fathomfp.com/meet-the-team

Data Breach: Your Security To-Do List This article provides a checklist of steps to take if you experience a data breach.

After more than two decades as Dunleavy Wealth Management, we’ve evolved into a new chapter – Fathom Financial Partners.
We’ve been looking forward to sharing this moment with you, and as your team, we want you to hear directly from us.

While the name and look have changed, our mission has not. We are still here to bring clarity, confidence, and lasting prosperity to the clients we partner with and the team we grow alongside.
What excites us most is how well the name Fathom captures that purpose.

A fathom is a measure of depth, but it also means to understand something fully. That is how we approach our work. We go beyond the surface to help you see your full financial picture, and move forward with clarity and confidence.

And the word Partners reflects how we work – with one another and with you. Collaborative. Aligned. Built on trust and respect.
So while the visual identity may be new, the heart of who we are remains the same.

You will continue to receive the same personal attention, thoughtful guidance, and partnership you have always known, now under a name that reflects it more fully.

We invite you to explore our new brand at fathomfp.com. And as always, if you have questions or simply want to connect, we are here.

With appreciation,
The Fathom Financial Partners Team
Formerly Dunleavy Wealth Management

Bere and I had a great time in beautiful San Diego celebrating Lain and Sabreen. Lain Hanna

We had a great time in San Antonio last week for the ConnectED Osaic Conference