Serving Taylors & the Upstate for over two decades

Taylors Deserves Advisors
Who Actually Listen

At Dunlap and Associates, we combine legal expertise with financial insight to protect what matters most to you and your family right here in the Upstate.

20+
Years Experience
500+
Clients Served
100%
Commitment
What We Do

Comprehensive Services for
Every Stage of Your Life

From estate planning to business formation, we provide the legal and financial guidance you need — with clarity, not jargon.

Estate Planning

Protect your legacy with carefully drafted wills, trusts, and advance directives that give you — and your family — peace of mind.

Financial Planning

Build a roadmap for your financial future — retirement strategies, investment guidance, and wealth management tailored to your goals.

Business Law

From formation to compliance, we help Taylors business owners navigate the legal landscape so they can focus on growth.

Tax Strategy

Minimize your tax burden with strategic planning that complies with current law and maximizes your returns year after year.

Elder Law

Navigate Medicare, Medicaid, long-term care, and guardianship with confidence. We advocate for your loved ones' rights and dignity.

Litigation

When disputes arise, we provide aggressive, strategic representation — from negotiation through trial — to protect your interests.

Dunlap and Associates office in Taylors, South Carolina
About Us

Rooted in Taylors.
Committed to You.

Dunlap and Associates was founded on a simple belief: people in Taylors and the surrounding Upstate communities deserve advisors who treat their concerns with the same seriousness they bring to their own.

We are a multidisciplinary practice offering both legal counsel and financial planning under one roof. That means less time juggling different offices and more time focusing on what actually moves the needle for you — your family's security, your business's growth, and your financial independence.

Local first. We know South Carolina law, local courts, and the unique financial landscape of the Upstate.

Transparent fees. No surprise billing. You'll know the cost before we begin.

Personal attention. You work directly with experienced professionals — not junior associates or call centers.

Our Process

How We Work With You

A straightforward process designed to reduce stress and deliver results.

1

Discovery Call

We start with a free conversation to understand your situation, your goals, and how we can help.

2

Deep Analysis

We review your documents, finances, and circumstances thoroughly — no shortcuts, no assumptions.

3

Custom Strategy

We present a clear, written plan with realistic timelines and transparent pricing — so you can decide with confidence.

4

Ongoing Support

Life changes. We're here for the long haul — updating plans, answering questions, and adapting as your needs evolve.

Client Stories

What Our Clients Say

"I was overwhelmed trying to figure out my estate plan on my own. Dunlap and Associates made the entire process feel straightforward and even calming. I finally feel like my family is protected."

M.R.
M.R.
Taylors, SC

"As a small business owner in the Upstate, I needed someone who understood both the legal and financial sides of running a company. They've been an invaluable partner from day one."

J.T.
J.T.
Greenville, SC

"They took the time to explain everything in plain English — no condescension, no pressure. I felt respected and informed at every step. That's rare to find."

S.L.
S.L.
Mauldin, SC

Ready to Take the Next Step?

Schedule a no-obligation consultation and discover how Dunlap and Associates can help you protect and grow what you've built.

Contact Us

Let's Start a Conversation

Whether you have a specific question or just want to learn more about how we can help, we're here. Reach out by phone, email, or fill out the form and we'll get back to you within one business day.

Office Address
28 Weehawken Cir
Taylors, SC 29687-2049
Office Hours
Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By appointment

Send Us a Message

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