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.
In two recent blog posts we explored what "financial planning" and "investment management" can offer.
If you would like to learn more about whether DRW Financial is a "good fit" for meeting your planning or investment advice needs, please email David@DRWFinancial.com for a "no cost" consultation.
If you would like to learn more about whether DRW Financial is a "good fit" for meeting your planning or investment advice needs, please email David@DRWFinancial.com for a "no cost" consultation.
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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