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Lynn Dunston
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Professional background

Meet Lynn.

Lynn Dunston advises families, executives, and business owners on coordinating wealth with personal priorities. His work addresses taxes, complex estate concerns, and philanthropic plans alongside broader financial decisions. With more than 25 years of experience, he brings an integrated planning perspective to clients served by his Denver-based Moneta team.

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At a glance

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Areas of focus
Comprehensive wealth planning · Tax planning · Estate planning · Philanthropic planning
Credentials recorded in sources
CFP, EA, AEP, CAP
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01Which services do you offer for someone with my goals?

02How do your fees and other compensation work?

03Who will I work with, and how often will we meet?

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Moneta

5 listed professionals

Moneta provides financial planning and family office advice through partner-led teams. Its services address investments, retirement, taxes, estate planning, and charitable goals, with coordination for the needs of families and business owners.

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Professional sources reviewed 2026-09-16. Location: His official Moneta team page identifies its office at 200 Columbine Street, Suite 220, Denver, CO.. Listing does not imply participation, endorsement, or availability for new clients.

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