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 fee-based financial planning services. Planning services are available for a flat hourly fee, retainer, or percent of assets under management. To learn more, including info on pricing, please visit David's FAQ page or click here to schedule a complementary phone consultation.

Unlike many financial professionals, David does not have investment minimums and is free to accept clients in diverse financial situations. Furthermore, as a Certified Financial Planner™, David strives to uphold the highest ethical standards. Click here to learn why you should insist on working with a Certified Financial Planner™.

Hours are by appointment and may include evenings and weekends to suit your busy schedule. Meet in the comfort of your home or place of business. Other convenient 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.

Not ready to chat? Stay up to date on the latest news and research in personal finance by clicking here to subscribe to David's monthly e-newsletter. Your information is kept confidential and will not be shared with any third parties.