Origins of Execution
Financial Perspectives (FP) was founded by Michael T. Dugan in 1985 with a vision to create a full service wealth management firm founded on the principles of integrity and honesty. His mission was to provide FP’s clients with indispensable financial advice enabling them to achieve their goals and objectives.
Starting any business is a challenge, but so is life. Mike’s father died of a heart attack at the young age of 42. As the oldest of 7, the loss of a father at the age of 19 changes one’s perspective on life. Mike developed a desire to help others plan their financial futures. In 1985, FP incorporated and Mike’s vision began.
Pursuit of Excellence
In 2001, Mike was diagnosed with an auto-immune disease called Scleroderma. He fought long and hard, but passed away in March of 2005. Mike’s vision and legacy is carried on through Dan’s leadership. The FP Team provides its clients with the same values and vision.
In 2010, FP began a new chapter. For the first time since its founding more than 25 years ago, FP changed broker/dealers. FP has grown substantially and it was in the best interest of the firm and its clients to partner with a new broker/dealer. With this change, FP is able to implement not only financial planning but investment advisory services. FP continues to be a family-run business guided by the same values that were its foundation, and partnering with its clients through their financial journey.