DRW Financial: focused on family, community, and legacy
We approach financial planning and investment management with a focus on three tiers of importance in a client's life:
- Family includes those people most dear to a client, and those most directly impacted by the financial plan
- Community involves extended family, a circle of friends and acquaintances, and institutions that matter to the client
- Legacy planning is a consideration for the ultimate impact of a client's financial life, including estate planning and charitable giving
David R Wattenbarger, CFP®- President and Founder
I began my work in finance in 2000. After a brief stint with a large financial services firm, I made the move to an independent firm and never looked back. My experience and perspectives are formed both by working "behind the scenes" in support of other financial advisers and in dealing directly with individuals and their families.
My approach to financial management - and that of DRW Financial - is based on a robust consideration of a client's current condition and goals for the future.
I believe that true wealth does not begin or end with dollars and cents.
My approach to financial management - and that of DRW Financial - is based on a robust consideration of a client's current condition and goals for the future.
I believe that true wealth does not begin or end with dollars and cents.
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FCL LLC (“DRW Financial”) is a registered investment advisor offering advisory services in the State(s) of TN, GA, IL, OK and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by DRW Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
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