Jonathan Dunham

Background

About Jonathan Dunham

As a Certified Financial Planner™ and M&A Consultant at Commonwealth Financial Network, I work with financial advisors to help them grow, transition, and future-proof their practices. That often means getting deep into the weeds on valuations, deal structures, and succession plans—but always with an eye on the people behind the numbers. I studied financial planning at Bentley, which gave me a strong technical foundation, but it’s the real-world problem-solving that drives me. Whether we’re mapping out a multi-year succession or figuring out how to structure an acquisition, I love helping advisors cut through complexity and get to a solution that actually works. Every firm is different, and no two transitions are the same. My approach is equal parts strategic thinking, detailed analysis, and collaborative planning. I aim to be a sounding board, a second set of eyes, and a partner who can bring clarity to big decisions. If you're thinking about what’s next for your business, let’s talk.