Dennis McNamara, CFP®, AIF®, CSLP® is the co-founder and fee-only financial planner at wHealth Advisors located in Red Bank, NJ.

I worked in finance and consulting for nearly a decade and almost crumbled.

(Like literally)

In one role, it was the travel. Between flying out to clients + my soul-sucking commute I lived in a permanent fight-or-flight state seven days a week.

In another, I worked 70+ hrs/wk and sold HNW ($10M+) clients on “solutions” they didn’t need.

Professionally, these roles supercharged my career.

Personally, they wrecked me:

- I gained weight
- My stress levels were through the roof
- The relationships I cared about most were in disrepair

I was deeply passionate about financial planning, but I knew there had to be a better way.

When I finally pivoted to launching wHealth Advisors in 2019, my partner and I founded the firm on a few key tenets. 

To always be: 

- objective in our advice
- transparent with our fees
- comprehensive in scope (beyond investments) 
- proactive not reactive
- empathetic in our approach

Having a wife that completed dental school, I initially targeted medical professionals.

At least that was the plan.

Then, Covid hit.

A new business owner. A new dad. An upside-down world.

I felt myself floundering and started:

- Skipping exercise
- Eating crap food
- Drinking too much
- Staying indoors all day
- Getting poor sleep
- Feeling uninspired

It was around then that the parallels between health and wealth became too obvious to ignore.

I stopped targeting medical professionals that I didn’t relate to.

I started leaning into what I knew to be true:

→ The most meaningful returns in life come from compound interest 
(think: health, wealth, relationships, knowledge etc.)

→ A calm mind, a fit body, and a home full of love must be earned, not purchased. 

→ We are who we surround ourselves with, only play long-term games with long-term people

I strive everyday to live a life in integrity with these points and I have the privilege of working with an intentionally small roster of clients who feel the same. 

If this resonates with you, send me a message or visit whealthfa.com to learn more. 

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More about me:

• Education: Rutgers University, cum laude triple major (finance, economics, management)
• Experience: 

- Permaculture farmer for 1yr (Portugal/Costa Rica)

- Financial Planner, Ayco-Goldman Sachs

- Financial Planner, Top-ranked NJ fee-only planning firm

• Featured In: 

- Forbes

- U.S. News & World Report

- Financial Advisor Magazine

- Kiplinger (member of the Kiplinger Advisor Collective)

• Outside the office: 

- Father to two beautiful boys (Manny & Q)

- Husband to my college sweetheart and dentist (Arabelle)

- Founder of the Longevity Ruck Club (find us on Meetup.com!)

- Endlessly curious (health, longevity, and philosophy) 

- Forever athlete (functional fitness racing, strength training, running)