This profile has been claimed by the business owner or representative.
David Wealth Management
- Financial Services
- Fairfax, VA
About this business
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.
Location details
8315 Lee Hwy Suite 325, Ste 325, Fairfax, VA, 22031, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We chose Jim David as our financial advisor after an extensive selection process. Jim was patient, understanding, and answered all our questions throughout the process. Once we selected Jim, he was meticulous in his attention to detail in our financial planning, including reviewing our estate planning documents to ensure they were prepared to best protect our assets. Jim was very accommodating throughout the process as we had multiple (video) meetings including evenings and weekends. He even reviewed my 401k account, even t... read more
We chose Jim David for retirement financial advice. We had specific questions/issues we wanted to address. Jim is a good listener. He focused on our issues, checked to make sure he was addressing them appropriately, and then followed up with check lists and progress reports. He has access to good outside experts when needed and offers solid, practical advice while being cost conscious. He is a valuable and trusted advisor for us.
Jim has been great to work with. Before making any suggestions he met with my husband and I to find out what our retirement goals were. He came up with short term and long term goals in order to help us on the path to a successful retirement. He continues to check in with us in case we have questions. We would highly recommend him to anyone who is trying to plan for retirement.
Thorough, competent, caring, a listener, and knowing - that's how I'd characterize Jim. And those were my reasons for choosing to go with him recently as my financial advisor. Jim quickly got into the details of my existing portfolio and didn't just assume away that certain items needed to transfer into other investment vehicles (actually, two remained when we finished our analysis. Jim declared them good ones for my situation, after a thorough assessment). My other investments were transferred into Schwab accounts after a ... read more
Jim David has done a fantastic job with helping my wife and I set up our retirement plan and manage our assets. He is extremely detailed and attentive to our needs and concerns. We would highly recommend Jim to any one looking for serious and well thought out financial advise.
Frequently asked questions about David Wealth Management
How is David Wealth Management rated?
David Wealth Management has a 5 star rating with 20 reviews.
When is David Wealth Management open?
David Wealth Management is closed now. It will open at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com