Some folks don't have any investments. Others are in a situation where their circumstances dictate a very "keep it simple" approach. But for much of the rest the population, there may be value in working alongside a professional investment manager in pursuit of an "optimal" investing approach for their specific needs.
we follow a fee-only, "fiduciary" approach
DRW Financial offers investment management solely on a fee-only basis and as a Registered Financial Adviser. This means our only compensation comes from providing advice, not by commissions on transactions. We believe this allows us to offer that advice with fewer conflicts of interest and to act as a fiduciary for our clients.
do you have...?
These are a few examples of issues and areas where we have helped others improve their understanding and their approach to investing. DRW Financial works with artists and engineers, physicians and educators, "millenials" and retirees.
are we a fit?
For a quick and "no cost" consultation to evaluate our "fit" for working with you on investment management, email David@DRWFinancial.com
David R Wattenbarger, president of DRW Financial
DRW Financial is a registered investment advisory (RIA) and is registered in the states of Tennessee, Illinois, and Georgia.
INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT, SERVICE, OR INVESTMENT STRATEGY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.