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David Wealth Management, LLC

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8315 LEE HIGHWAY SUITE 325 FAIRFAX, VA 22031 Get Directions

(703) 560-8300

https://davidwealth.com/

Jdavid@davidwealth.com

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Business Info

  • Founded 2012
  • Incorporated
  • Annual Revenue $82,517.00
  • Employee Count 1
  • Industries Financial Services
  • Contacts James David

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Company Summary

Jim David is a Fairfax, VA fee-only financial planner. David Wealth Management LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jim is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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      Hours

      • Sunday  --
      • Monday  9:30AM - 5:00PM
      • Tuesday  9:30AM - 5:00PM
      • Wednesday  9:30AM - 5:00PM
      • Thursday  9:30AM - 5:00PM
      • Friday  9:30AM - 5:00PM
      • Saturday  --
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      • Jim is a Certified Public Accountant (CPA) and has also been awarded the Personal Financial Specialist (PFS) credential by the American Institute of Certified Public Accountants.
      • Top Financial Professionals 2019 - Financial Planner Fee Only
      • Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

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