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Dennis McNamara
CFP® Chfc® AIF®

Co-Founder

Dennis McNamara is a comprehensive financial planner and co-founder of wHealth Advisors, helping individuals and families align their finances with the broader goal of living intentionally rich lives.

An honors graduate of Rutgers University, Dennis triple-majored in finance, economics, and management before spending a year backpacking through Western Europe and Central America, working on farms in exchange for food and a bed. The experience reshaped his view of wealth – not as something to merely accumulate but as a tool for freedom, connection, and purpose.

In the years that followed he led business development at TerraCycle, worked as a financial analyst and planner with Ayco-Goldman Sachs, and advised at one of New Jersey’s top planning firms, experiences that refined his technical expertise while also revealing the misaligned incentives of the financial industry.

In 2019, he co-founded wHealth Advisors to rethink financial planning: transparent fees, deeper work, and guidance that fuels vitality, freedom, and fulfillment.

To Dennis, true “wHealth” extends beyond money: it’s the integration of health, relationships, rest, autonomy, purpose, and finances – a balance where each dimension strengthens the next.

A regular contributor to Kiplinger and speaker on the intersection of longevity and financial planning, Dennis blends technical precision with philosophical depth. Naval Ravikant’s reminder resonates deeply with his work: we pursue wealth, health, and happiness in that order, though their importance is reverse.

Outside the office, Dennis is a husband to his college-sweetheart-turned-functional-dentist Arabelle, father to two boys, Manny and Quentin, lifelong athlete and organizer of the Longevity Ruck Club, and an ever-curious student of health and philosophy.

For Dennis, the ultimate return on investment is a life fully lived.

Designations:       

  • Certified Financial Planner™
  • Chartered Financial Consultant®
  • Accredited Investment Fiduciary®

Featured in:

  • Forbes
  • U.S. News & World Report
  • Financial Advisor Magazine
  • Kiplinger (member of the Kiplinger Advisor Collective)

Outside of wHealth Advisors:

  • Educating myself more on: Stoicism, health & longevity science  
  • Happiest when: outdoors with Arabelle, Manny and Quentin 
  • Stays active with: functional fitness, rucking, and yoga
  • Financially splurges on: Single-origin coffee

If there is anything I can help with please reach out