Financial Planning & Investment Services

David is a Certified Financial Planner™ based in Bear, DE.  For nearly 20 years David has helped families and small business owners plan their retirement, save for college, reduce debt, and realize their financial goals.  As an independent financial adviser, David is free to recommend the solutions that best fit his clients' needs.  Unlike many financial advisers, David does not have investment minimums.  For those with limited assets, David offers fee-based financial counseling for an hourly rate or flat fee per project.

Areas of expertise include:  Traditional and Roth IRAs, College Savings Plans, Budgeting, Financial Counseling, 401(k) for Small Businesses, 401(k) Rollovers, IRA Rollovers, Life Insurance, Long Term Care Insurance, Retirement Planning, Social Security, and Estate Planning.

His primary service area includes: Wilmington, Newark, Bear, Elkton, New Castle, Middletown, Odessa, and Smyrna, but David also accepts clients from all over Delaware, Maryland, and Pennsylvania.

David's business hours are "by appointment".  He is happy to meet at your home or place of business.  Other convenient meeting options include phone consultations and video conferencing.  Please call (302) 668-6820 to schedule your consultation.

Finally, David believes in the power of financial literacy.  He invites you to explore his site where you will find articles and calculators covering a variety of financial topics.  Please bookmark this site and visit often as content is updated regularly.