A complete list of active advisors currently associated with David's Planning Services, LLC

Warmer can help you find a great advisor at David's Planning Services, LLC or one who fits your needs even better.

The firm provides general financial planning to individuals and small businesses, including budgeting, retirement and non‑retirement investment guidance, insurance advice, tax advice and preparation, education planning, and retirement planning. Investment recommendations are generally limited to diversified bond or stock mutual funds and similar pooled vehicles rather than individual stocks or other specialized securities. Services are tailored to each client’s requested scope and the firm generally favors a buy‑and‑hold, diversified mutual‑fund approach while explaining risks and aligning recommendations to a client’s financial situation and risk tolerance. The firm does not manage client assets, does not accept custody or discretionary authority, and uses hourly or flat planning fees instead of percentage‑of‑assets‑under‑management billing. The firm’s principal holds CPA and CFP® credentials and a Series 65 license and brings over two decades of senior finance and CFO experience in marketing and media, and also provides tax‑preparation services as part of planning engagements. If a client’s needs exceed the firm’s scope, it may refer the client to an unaffiliated adviser and, in some cases, receive a fixed referral fee that is disclosed to the client in advance.

To learn more about the advisors currently working at David's Planning Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.