A complete list of active advisors currently associated with InvestiFI Wealth Management LLC

Warmer can help you find a great advisor at InvestiFI Wealth Management LLC or one who fits your needs even better.

InvestiFI Wealth Management provides investment management, financial planning, retirement plan consulting, and general consulting services to individuals, high net-worth individuals, charitable organizations, corporations, and small businesses. Services include ongoing discretionary portfolio management, integrated or limited-scope financial planning, project-based consulting, and educational seminars or speaking engagements. The firm’s investment approach emphasizes Modern Portfolio Theory and primarily passive management using low-cost index mutual funds and exchange-traded funds, with the option to implement portfolios through third-party managers and platforms such as Betterment and a Savant sub-advisor. Financial planning is offered as either an integrated ongoing subscription with monitoring or as limited project- or hourly-based engagements, and portfolios are tailored to clients’ stated objectives, risk tolerances, and client-imposed restrictions. Noteworthy features include the principal’s professional accounting and valuation credentials (CPA/PFS, CFP®, CVA, MAcc) and an active partnership at an accounting firm, with reciprocal client referrals handled without referral fees; this cross-disciplinary relationship and the offering of pension consulting and retirement plan services to employer and institutional clients are uncommon among independent peers. The practice also regularly offers educational seminars and uses a mix of direct advisory management and TAMP/sub-advisor solutions, which together create a broader service mix than many firms of its size.

To learn more about the advisors currently working at InvestiFI Wealth Management 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.

Name	Location	Years of experience
David Walquist	Kimberly, ID	5

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support