Brendan G. Dunleavy, CPA
President- Fathom Financial Partners
248-663-4778
248-827-7378
bdunleavy@fathomfp.com
As President of Fathom Financial Partners, Brendan Dunleavy, CPA, provides the vision and leadership that guides the firm’s mission of helping clients make confident, well-informed financial decisions. With more than 30 years of experience in accounting and financial planning, Brendan brings deep technical knowledge and a genuine passion for helping families and business owners achieve lasting financial success.
Throughout his career, Brendan has focused on serving clients approaching or living in retirement. His background as a Certified Public Accountant allows him to integrate tax-efficient strategies into every aspect of financial planning, from income distribution to estate and charitable giving. Clients often turn to Brendan when they need a trusted advisor to help simplify complex financial situations, navigate life transitions, or coordinate multi-generational wealth strategies.
Known for his approachable nature and storytelling, Brendan believes the best financial relationships are built on trust, clarity, and genuine care. Under his leadership, Fathom Financial Partners has grown into a collaborative, client-focused firm that values integrity, teamwork, and lasting impact.
Brendan earned his B.B.A. in Accounting from Michigan State University and Masters in Personal Finance from Walsh College. He also holds the Certified Public Accountant (CPA) designation.
Recognitions & Awards
- 5 Star Wealth Manager, selected 9 times by Hour Detroit*
- Crain’s Detroit Business “Top 40 Under 40” in 1999**
Professional Registrations
- Life, Accident & Health insurance licensed
- FINRA Series 7 & 65
On a Personal Note
Brendan and his wife, Eileen, reside in Plymouth, Michigan, where they raised their five children—Kathleen, Colleen, Brendan Pat, Maura, and Mary Grace—all of whom are now married and building families of their own. Brendan is an active member of Our Lady of Good Counsel and enjoys being involved in his local community.
Family is at the heart of his life, and he especially treasures time spent with his grandchildren. He’s known for his love of storytelling, his quick wit, and his daily stop at Tim Hortons for coffee. Whether he’s gathered around the table sharing stories or on the sidelines cheering for his grandkids, Brendan brings warmth, humor, and genuine joy to every moment.
*The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes less than 8% of 3715 wealth managers in the Detroit-area in 2025.
Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served. (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score.
Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: *Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; *Had more than a total of three settled or pending customer complaints filed against them with any regulatory authority or through Five Star Professional’s consumer complaint process; *Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; *Filed for personal bankruptcy; *Been convicted of a felony. Five Star Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Scores reflect an average of all respondents and are not representative of any one client's evaluation.
The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Five Star Professional is not an advisory firm. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com.
**Honorees of the 1999, 40 under 40, were selected by Crain’s editorial staff based on their career accomplishments, impact in their field and contributions to their community. Most candidates were nominated by peers or colleagues, but some where chosen by the newsroom. Third-party rankings and recognitions are no guarantee of investment success and do not ensure that a client or prospective client will experience a high level of performance or results. These ratings should not be construed as an endorsement of the advisor nor are they representatives of any one client’s evaluation.