Fathom Financial Partners - formerly Dunleavy Wealth Management

10/12/2026

The numbers matter, but retirement planning is also about life, timing and what you want the years ahead to look like.

Here are a few lessons our advisors find themselves coming back to again and again with clients.

10/08/2026

Retirement comes with a lot of assumptions. How much is enough? Will spending change? What happens when the market moves?

We asked our advisors what they hear most often in retirement conversations. Their answers are a reminder that retirement is about more than reaching a number — it’s about understanding what those numbers mean for the life you want to live.

10/06/2026

Join Louie Perraut, CFP® , Director of Investment Management, for timely insight as Ford’s November retirement decision deadline approaches. You’ll explore considerations around your pension, retirement accounts, healthcare benefits, taxes, and current market conditions—and how these pieces may work together. You’ll leave knowing which questions to ask and what information to gather. Register via Zoom Webinar link in comments.

09/30/2026

Brendan and MaryGrace spent a beautiful Saturday playing in the Dunleavy AOH Golf Outing, which raises money to support children with cancer.

They had a great day on the course for an important cause.

09/25/2026

Retirement comes with a lot of “rules” and assumptions about how much you need, when you should retire, and what life after work is supposed to look like.

But real retirement conversations don’t always match those expectations.

We asked our advisors what they actually see. Here are five common retirement myths vs. reality.

09/22/2026

We had a wonderful evening aboard the Detroit Princess with some of our newest clients and clients who have referred us to friends, family and colleagues throughout the year.

The views, dinner and great conversation made it a special night on the river.

We’re grateful for the new relationships, meaningful introductions and lasting connections that continue to shape the Fathom community.

09/17/2026

Do I have enough to retire?

It is one of the most common questions we hear.

But the answer rarely comes down to one account balance or universal retirement number.

Our latest article shares some of what years of retirement conversations have taught us about savings, lifestyle, common fears, timing, and knowing when the choice may finally be yours.

Read:

There’s More Than One Way to Retire Well September 4, 2026 Retirement is often talked about like there is one formula for getting it right.Reach a certain age. Save a certain amount. Hit a certain number. Retire.After years of retirement conversations, we have learned that it rarely works that way...

09/14/2026

$1 million. $2 million. Age 62. Age 65.

It’s easy to find generic benchmarks for retirement readiness, but those numbers don’t tell the whole story.

How much you need depends on the life you want to live, what that lifestyle costs, and whether your resources can support it.

This month, we’re sharing some of what years of retirement conversations have taught us: there’s more than one way to retire well.

09/02/2026

☀️ Happy Summer from Fathom & Monster 🐾