Reviews of David Wealth Management, LLC (Financial Consultant)

John Grau

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.

Cathy Turner

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.

Brad Poller

David Wealth Management has been a huge asset for managing my portfolio. If you're looking for a financial advisor around Washington, D.C., I highly recommend him.

Christina Schinner

Mr. David has been very attentive to every detail of our family's financial plan. And I mean, EVERY detail. I thought I was detail oriented, but Jim takes it to another level. His objective advice didn't even begin with our investments but with proper living wills, having the proper amount of heath/life insurance/home/etc. (which he doesn't sell). His research into our current situation made using his services a "no brainer" for my husband and I . Additionally I never feel "out of touch." He continually checks in to make sure I making progress on my end. So far, so good!

Joe Russell

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 good discussion about my retirement objectives, views on the economy & stock markets, my risk tolerances and future plans. Next, Jim set me up with contacts for estate planning and taxes, and attended kick off meetings. And he's now supporting me on the follow ups. I'm very pleased to be working with Jim.

Eleaner Loos

I initially chose Jim David, after research on the internet, because of his credentials as an independent financial advisor and a CPA. He spent time getting to know me and my husband, so he could understand our family needs for the long term. His advice was thoughtful and right on point. I can whole heartedly recommend Jim for you financial planning needs. Additionally, he is a nice man.