About Us

Our Philosophy: Our approach to providing professional financial advisory services is one that is based on the principle of integrity and that the primary responsibility is to provide the Client with independent, professional, timely and cost effective services.

Dunlap & Associates, Inc. is the most experienced, Florida based, independently owned financial advisory firm. Personnel of Dunlap & Associates Inc. have over 140 years combined professional financial advisory experience in Florida. Dunlap & Associates, Inc.’s offices are centralized in the City of Winter Park to ensure our clients the highest degree of response time and service. Our clients are located exclusively in Florida and have used us as their financial advisor for over 15 years on average. In many cases, we have had financial advisory relationships for 25 years. Dunlap & Associates, Inc. is the only firm which will assign its most senior bankers, the President and Senior Vice President of the Company to work on a day to day basis with the Clients. Our independence allows us to provide advice best suited to our Client’s financial needs without being subject to internal corporate influences.

Dunlap & Associates, Inc. provided funding for
the new University of Central Florida stadium

Dunlap & Associates, Inc. funded the
Florida Atlantic University Innovation Village Project

Dunlap & Associates, Inc. offers the full range of independent financial advisory services ranging from strategic planning, forecasting, debt and investment policy drafting, sensitivity analysis, rating agency presentations, structuring innovative financings, debt capacity analysis, identifying current or advance refinancing opportunities, escrow investment restructuring, and investment performance evaluation services. Our firm also serves as agent on bidding of guaranteed investment agreements and interest rate hedging products. Our extensive financial advisory experience includes: variable and fixed rate debt, synthetic variable and fixed rate debt, tax secured or general obligation and non ad valorem debt, sales tax, and special district facilities, port, airport, parking, and special tax district financings as well as lease and certificate of participation transactions, not for profit entity financings, industrial development issues and educational facilities including school district financings.

For a free review of outstanding debt for savings opportunities,
please call us at (407) 678-0977.