Terry DuPont

Terry DuPont is the Founder and CEO of DuPont Advisory Group, a Registered Investment Advisory firm that provides a distinctive family office experience to successful families and business owners. With over 47 years in the financial industry, Terry has dedicated his career to helping people navigate the complex and often conflicting information that threatens their financial well-being. His mission is to equip clients with clarity and confidence, enabling them to make informed financial decisions, protect and preserve their wealth, and enjoy a life and retirement filled with success, meaning, and significance.

Terry founded DuPont Advisory Group, a Registered Investment Advisor and legal fiduciary firm, to create a holistic, proactive planning practice that puts clients’ interests first—always. For Terry, financial planning isn’t just about money. It’s about what the money means to his clients—their dreams, their security, their legacy. He often says, “I’ve found that I grow and prosper more by focusing on the success of others than by fretting over my own.” That philosophy has fueled his role as a leader and mentor, not only to his clients but also to other financial advisors and CPAs nationwide.

DuPont Advisory Group is a Virtual Family Office that retains over 75 national experts in the five pillars of service, which include Advanced Tax Reduction Planning, Risk Mitigation, Wealth Management, Estate, legacy, and Business Legal Services, as well as Business Advisory Services.

Terry’s expertise has earned him “Top of the Table” status within the prestigious Million Dollar Round Table (MDRT), placing him among the top 1/10th of 1% of financial professionals worldwide. He is a Chartered Retirement Plans Specialist, Certified Wealth Preservation Planner, Certified Philanthropic Developer, and an in-demand speaker and author. His latest book, Retire Abundantly, offers a straightforward guide to preserving wealth and living a purposeful life in retirement.

When he’s not guiding clients or mentoring other advisors, you’ll likely find Terry on his Harley Davidson, enjoying a round of golf, or spending cherished time with his children and grandchildren. His Kolbe score (6653) reflects his collaborative nature and strength as a team player—something his clients and colleagues deeply appreciate.

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