DRW Financial is looking for a few good clients
David Wattenbarger built this firm to be small and focused on providing the best possible service to a select group of financial planning and investment management clients. This remains our priority as we grow -- we believe that the best outcomes come from working with clients who are a good "fit" for our process and approach.
Are you looking for focused, tailored advice?
David and DRW Financial offer comprehensive financial planning and sophisticated investment management, both on a fee-only basis. David is a CFP®, a Chartered Advisor in Philanthropy®, and is pledged to deliver advice as a fiduciary. DRW Financial believes in working closely with our clients to allow their values to inform and align their financial plans and investments.
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.