Mark Dunbar

Partner, Financial Advisor

Mark Dunbar, MBA, AAMS™

Mark Dunbar is a Partner and Financial Advisor at Legacy Financial with an MBA and the Accredited Asset Management Specialist™ (AAMS™) designation. He brings a rigorous analytical approach to financial planning, combined with the genuine care and personal attention that defines the Legacy Financial team.

Mark works closely with individuals and families to develop comprehensive financial strategies tailored to their specific goals and circumstances. His background in business and finance gives him a unique perspective on both personal wealth management and small business financial planning.

Mark is passionate about helping clients navigate complex financial decisions with confidence — from retirement income planning to investment management and beyond.