With over 12 years of experience in wealth management and financial planning, I have a strategic focus in helping small law firm owners navigate their unique financial challenges and opportunities.
My insights and expertise have been featured in leading industry publications including MarketWatch, FinancialPlanning, InvestmentNews, and ThinkAdvisor. As a regular contributor to Attorney At Work, I stay deeply connected to the evolving needs and concerns of legal professionals.
As a CERTIFIED FINANCIAL PLANNER® professional and member of both the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network, I maintain the highest standards of professional excellence and continuing education in the financial planning industry.
When I'm not helping clients gain clarity in their financial vision, I cherish time with my family – my wife Hannah and our two daughters, Elaina and Elsie. You might also find me attempting to improve my admittedly average golf game or enjoying time in the great outdoors during hunting season. These pursuits remind me that, like financial planning, the most rewarding achievements come through patience, persistence, and a clear strategy.
Our financial planning and wealth management process is deeply rooted in two fundamentals - transparency and integrity. FLW is a fee-only firm, meaning that the only fees we earn are paid by our clients. We do not earn commissions on any investment products which we believe is integral in fulfilling our duty as a fiduciary advisor.
If you're seeking a professional to help you guess at the next hottest stock, or are looking for market timing strategies, we may not be the ideal match for you. Our investment philosophy emphasizes broad diversification and a disciplined process, recognizing investor behavior as the key driver of long-term performance.
Our journey and experience has led us to refine a process that we believe is most beneficial for small business owners and law firm owners. It optimizes for time freedom, stress reduction, and clarity over your finances. We perform our best work for those who see the value in delegating these important tasks to a trusted professional.
However, we welcome a conversation with anyone who aligns with our core values as a wealth management firm. If we believe our approach won't add value to your situation, we'll be upfront and ready to help you connect elsewhere.
If you want to chat about any of the above, feel free to e-mail me at david@firstlightwealth.com or schedule a call here.