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.
From estate planning to business formation, we provide the legal and financial guidance you need — with clarity, not jargon.
Protect your legacy with carefully drafted wills, trusts, and advance directives that give you — and your family — peace of mind.
Build a roadmap for your financial future — retirement strategies, investment guidance, and wealth management tailored to your goals.
From formation to compliance, we help Taylors business owners navigate the legal landscape so they can focus on growth.
Minimize your tax burden with strategic planning that complies with current law and maximizes your returns year after year.
Navigate Medicare, Medicaid, long-term care, and guardianship with confidence. We advocate for your loved ones' rights and dignity.
When disputes arise, we provide aggressive, strategic representation — from negotiation through trial — to protect your interests.
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.
A straightforward process designed to reduce stress and deliver results.
We start with a free conversation to understand your situation, your goals, and how we can help.
We review your documents, finances, and circumstances thoroughly — no shortcuts, no assumptions.
We present a clear, written plan with realistic timelines and transparent pricing — so you can decide with confidence.
Life changes. We're here for the long haul — updating plans, answering questions, and adapting as your needs evolve.
"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."
"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."
"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."
Schedule a no-obligation consultation and discover how Dunlap and Associates can help you protect and grow what you've built.
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.
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