Financial Perspectives
SEC RegisteredYour Vision. Our Perspective. ®
About the firm
Financial Perspectives ("FP") is a full-service wealth management firm founded on the belief that clients need sound financial advice from people they trust. Their mission is to provide clients with indispensable, holistic advice that enables them to achieve their financial goals. FP was founded by Michael T. Dugan in 1985 and continues to operate as a family-run business.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
FP offers services spanning investments, insurance, taxes, retirement planning, estate planning, and philanthropy, with a focus on accumulating, preserving, and passing on wealth through holistic financial planning and investment advisory services.
Leadership
Office locations
Advisors at this firm
14 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Financial Perspectives has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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