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David Aaron Lachowicz

Advisor at World Investment Advisors, LLC — Franklinville, NJ

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

28 years

Location

Franklinville, NJ 08322

World Investment Advisors, LLC logo

World Investment Advisors, LLC

Investment Manager

Total advisors

355

Across 199 offices

Clients per advisor

53

Avg AUM per client

$561,747

HNW client ratio

12%

About

David Lachowicz is a CFP® with 28 years of industry experience, currently serving at World Investment Advisors, LLC since 2025. He has prior experience with World Investments, LLC since 2003 and has been involved with Lachowicz & Company since 1984. Outside of advisory roles, he is engaged in tax preparation and accounting through his CPA practice, Lachowicz & Company, LLC. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutional clients, and retirement plans. The firm offers a range of model-based and customized portfolio strategies, including wrap-fee programs and tax-managed services, supported by multiple platform tools and a broad advisor network.

Client services

Based on World Investment Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on World Investment Advisors, LLC

Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial planning fixed fees generally range from $1,000 to $5,000.

Percentage

up to 3.00% annually, may be negotiated/waived; may be flat or tiered per client agreement

Project-based

Financial planning hourly rates generally range from $100 to $275 per hour.

Other

Minimum fee: Minimum annual consulting fee may apply, details in client agreement. Fee-only: Financial planning fees range from $1,000 to $5,000 fixed or $100 to $275 per hour, may be negotiated or waived.

Location

See office

Franklinville, NJ

2510 Delsea Drive

Franklinville NJ 08322

Advisors at this office

1

Most active in

New Jersey

Work history

28 years of industry experience

World Investment Advisors, LLC

2025 - Present • 1 year

Santa Barbara, CA

World Investments, LLC

2003 - Present • 23 years

Lincroft, NJ

Lachowicz & Company

1984 - Present • 42 years

Franklinville, NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Edward H

CFP®, Series 63

Turnersville, NJ

Financial Planning Professionals, Inc.

Edward Harrington Jr. is a CFP® professional with over 40 years of experience in financial advising. He has been with Financial Planning Professionals, Inc. since 1992 and worked previously at Securities Service Network, Inc. from 1998 to 2019. Harrington is licensed to sell various insurance products and serves as a member of a condominium board. Financial Planning Professionals, Inc. is an independent registered investment adviser providing discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and select corporate or institutional clients. The firm employs model-based, active global asset-allocation strategies tailored to client goals and risk tolerances, offering regular reviews and tax-aware management.

General retirement planning Cash flow / budgeting Wealth management General tax planning
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Michael C

CFP®, Series 66

Washington Township, NJ

MDC Financial Consulting, LLC

Michael Cherrey is a CFP® and Series 66-registered advisor with 23 years of industry experience. He has led MDC Financial Consulting, LLC since 2001 and has operated his own CPA and financial planning practice since 1997. MDC Financial Consulting provides financial planning, investment management, and consulting services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plan sponsors. The firm develops individualized investment policy statements and implements balanced, asset-allocation portfolios, offering discretionary portfolio management and educational workshops, including services for institutional accounts and employee education programs.

General tax planning College savings (529s, UTMA, etc.)
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Scott C

Series 63, Series 65

Sewell, NJ

Champion Financial & Tax Services, LLC

Scott Champion is a financial advisor at Champion Financial & Tax Services, LLC in Sewell, NJ, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Linsco Private Ledger since 2006 while operating his own firm since 2001. His practice includes both investment advisory and tax preparation services, with licensure as an insurance agent. Champion Financial & Tax Services manages approximately $30 million in discretionary portfolios primarily for individual clients, focusing on growth-oriented equity selection based on fundamental and technical analysis. The firm combines investment management with tax planning and insurance services, offering integrated updates during tax season without accepting commissions or custodial research payments.

Tax-loss harvesting Long-term care insurance Disability insurance
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William L

CFP®, Series 65

Turnersville, NJ

Total Alignment Wealth Advisors, LLC

William Lafferty is a CFP® professional with six years of industry experience, currently serving as an advisor at Total Alignment Wealth Advisors, LLC since 2018. Prior to joining the firm, he worked at The Warwick Tavern and Rowan University. Total Alignment Wealth Advisors serves high-net-worth and ultra-high-net-worth individuals and families by providing private family office services, comprehensive financial planning, and investment consulting. The firm focuses on scenario-based planning, coordinates with clients’ outside portfolio managers, and employs both fundamental and technical analysis to support its recommendations.

Wealth management
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James B

ChFC®, Series 63, Series 65

Turnersville, NJ

Chesapeake Capital Management, LLC

James Burkeitt is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Chesapeake Capital Management, LLC and has prior experience at ProEquities, Inc and Capital Financial Services Corp, where he also serves as Vice President and advisor. Chesapeake Capital Management, LLC is a team of seven advisors serving individual and high-net-worth clients with portfolio management and financial planning services. The firm offers both discretionary and non-discretionary advisory solutions, supplements investment work with client communications and education, and sponsors a wrap-fee program.

Life insurance needs analysis
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Donald H

Series 65

Williamstown, NJ

Hill and Labarre Wealth Management

Donald Hill Jr. is a financial advisor at Hill and Labarre Wealth Management with five years of industry experience. He holds the Series 65 designation and has worked at Premier Investment Services since 2021. Prior to his advisory career, he was employed by Piedmont Airlines and served in the United States Air Force from 2016 to 2021. Hill and Labarre Wealth Management provides investment advisory and related services to individuals, small businesses, and retirement plans, offering portfolio management, financial planning, and business retirement plan consulting. The firm utilizes model-based and strategic management approaches, including options-based strategies, and offers a subscription Wealth Advisory Program alongside a structured educational curriculum.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business Financial Management Cash flow / budgeting Wealth management Airline Pilot Military & Veterans Mid-Career Professionals
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