Financial Planning & Investment Services

David is a Certified Financial Planner™ based in Bear, Delaware. For nearly 20 years David has helped individuals and families plan their retirement, save for college, reduce debt, and protect their paychecks. People are inundated with financial advice from friends, family, and the media. Not all of it is accurate or appropriate. As an independent adviser, David helps you sort through the confusion to make sure your plan is customized to meet your goals.

David specializes in working remotely with clients and offers affordable financial planning and asset management services.  Financial planning services may be appropriate if you want to develop a plan for retirement, fund your children's college education, save for a major purchase, or perhaps you just want a second opinion.  David's financial planning services allow you to get the advice you want without having to hand over control of your assets.  Financial planning services are offered for a modest monthly fee.

If, instead, you prefer to consolidate accounts and receive ongoing assistance managing your assets, those services are billed as a percent of assets under management and are deducted directly from the account thereby eliminating the need to write a check.  Portfolios are customized to meet your specific needs and may include: mutual funds, ETFs, and invidual securities.  Socially responsible investment options are available too.  Just ask!

To learn more, please visit David's FAQ page or click here to schedule a complementary phone consultation.

Hours are by appointment and may include evenings and weekends to suit your busy schedule. Socially-distant meeting options include phone appointments and video conferencing. Please click here to view availability and to schedule your complementary phone consultation. 

Other areas of specialty include: 

  • IRA and Retirement Plan Rollovers
  • Asset Management
  • Annuities
  • Saving for College (including 529 College Savings Plans)
  • Life Insurance
  • Long-Term Care Insurance
  • Retirement Plans for Small Business - 401(k), Simple IRA, and SEP IRAs
  • Traditional and Roth IRAs
  • Financial Coaching - Developing Smart Money Habits

David is accepting clients in Delaware, Pennsylvania, and Maryland.