Broker Check

Mission & Values



Driven by a desire to more directly serve clients in the community, David left his role in corporate America to start his own wealth management business. 

He chose to establish an independent Registered Investment Adviser so he could provide fee-only services. As an independent adviser, David pledges a fiduciary obligation to place your interests ahead of his own. He does not sell commissionable products and works only for you.

David believes developing an ongoing relationship with open communication provides the most value to his clients and positions them with the best chance for success.

One of our primary goals is to develop a long-term, trusting relationship with you.



David believes trust and integrity are cornerstones of a successful relationship. He pledges to deliver on these values through the following commitments: 

1. Always acting in the best interest of our clients is at the heart of everything we do, underscored by our fiduciary duty

2. Candid and clear communication so clients understand each decision and how it fits into the big picture

3. Clients can expect to be treated with kindness and patience, to be provided a comfortable and productive learning environment

4. Open-Door Policy; David is willing and available to help in between scheduled meetings for ad-hoc questions and support

Have a Question?

Thank you!