Welcome to Wilson David Investment Advisors 

Welcome to Wilson David Investment Advisors. We are an independent, fee-only investment advisory firm. We also provide comprehensive financial planning.  Investment advisors help clients invest their money in stocks, bonds, mutual funds, CDs, money market funds, and other asset classes; advise clients on general money matters; and identify and offer suggestions for minimizing financial risk. Clients need not be wealthy; Wilson David welcomes clients at all levels of net worth.  In addition to investment guidance, we  offer a suite of specialized products including financial planning, college financial planning, college loan debt consolidation, and more.  These services are offered on a flat fee basis.  Details are provided under the "What We Offer" tab of this website. Our financial planning services include a complete evaluation of your financial situation including cash flow management, tax and insurance evaluation, risk management, education planning, retirement planning, estate planning, and investments. Kathy, who is a CFP®, provides financial planning for a flat fee or on an hourly basis. Kathy is also an IRS Enrolled Agent who offers tax preparation and tax consulting services. We can help you with all you financial questions and concerns.

 

We invite you to learn more about our firm and our process as well as the services we provide.  Get started today with a complimentary "Get Acquainted" call to find out more. We’ll talk about your financial concerns and goals and the solutions we provide. If there is a potential fit, we can set up a complimentary initial consultation meeting.  We offer a variety of products that will help you and your family no matter where you are in your financial life.