David Wealth Management, LLC

Investment ManagementVirginia, United States0-1 Employees

David Wealth Management is an independent, fee-only, Registered Investment Adviser (RIA); providing financial planning and investment advisory services throughout the greater Washington, DC area. Services Focused on You As an RIA, we have a fiduciary role in our relationship with you, which means everything we do, from advice to execution, must be made in your best interest. Our Experience We believe financial planning and investment advisory does not need to be complicated to be effective. We promise to be your partner in the financial planning and investment advisory process, and we deliver on that promise with over thirty years of related experience. Financial Planning Our experience has taught us that the foundation of a successful financial plan is a complete understanding of your current financial position, your financial needs, and your financial goals. We work collaboratively with you to ensure we are fully aware of all factors impacting your financial position, and use that awareness to develop a personal financial plan that helps you achieve your goals. Investment Advisory We also believe it is important that you have a financial plan that includes an investment portfolio based on your risk tolerance and focuses on asset class allocation and diversification, low fund costs and tax efficiency. Your Partner Together, we implement the financial plan, but our commitment does not end there. We desire to partner with you for the long haul, periodically evaluating your financial plan and investment portfolio and making adjustments based on your financial situation and financial goals. We believe that your needs and the needs of your family are our highest priority! To contact David Wealth Management: 703-560-8300 Email - jdavid@davidwealth.com Website - www.davidwealth.com Address - 8315 Lee Highway, Suite 325, Fairfax, VA 22031

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