DRW Financial is a registered investment advisory firm, offering both financial planning and investment advisory services to individuals, families,
​small business owners, and non-profit organizations.
We are a fee-only firm.
Fiduciary Standards.
​
Values Focused.
DRW Financial is built around transparency, open communication, and the consistent application
​of best practices.
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Advisor David Wattenbarger
Our Experience:
​David Wattenbarger holds the Certified Financial Planner™, CDFA®, and Chartered Advisor in Philanthropy® designations.  He has been active in the financial services industry since 2000, and founded DRW Financial in 2013 to focus exclusively on providing fee-only financial planning and investment management services.
Our Services:
Financial Planning

A comprehensive financial planning process aims to organize a household's financial resources, facilitate the articulation of goals, develop a sustainable budgeting and cash flow management, and build an investment strategy to work to reach those goals.
DRW Financial works with planning clients to determine gaps in their existing plan, or to build one from the ground up. 
Investment Management

​Clients grant DRW Financial discretion to build, manage, and evolve sophisticated investment portfolios, tailored to the client's specific risk tolerance, investment objectives, and tax framework.

​DRW Financial makes use of individual stocks, bonds, and derivative instruments, as well as very low cost exchange traded funds (ETFs) and mutual funds.
Divorce Financial Analysis

We offer a limited financial planning engagement focused on the finances of divorce.  More information on this project is available at EngageForwardThinking.com