Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Let's Get to Know One Another
David Wealth Management is an independent, fee-only, Registered Investment Advisory firm based in Fairfax, Virginia, providing financial planning and investment advisory services throughout the greater Washington, DC area.
Those are the facts. But who we are goes deeper.
A wealth of advice - Good advice doesn't need to be complicated to be effective. We get what you're about and then we get to the point ... so you can get on with your life.
Deliberate planning - What do you want out of life? How would you like to live it? The best things happen to those who know...
John Hensley (CRD# 1316159) is an Investment Advisor Representative working part-time at Palatine Advisors, Inc. (my firm) in Herndon, VA and has 17 year of experience in the finance industry.
My professional experience includes working full time in institutional pension management, overseeing plans from $3 billion to $12 billion and currently I am a fixed income specialist with one of the 20 largest pension plans in the U.S. This experience provides insight and the ability to allocate assets in a structured, disciplined, and customized approach where fees are of paramount importance.
Donna Wood (CRD# 4470658) is an Investment Advisor Representative working at Wood Smith Advisors LLC in Haymarket, VA and has over 14 years of experience in the finance industry. Donna Wood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Erin Bojarczuk (CRD# 6122727) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Haymarket, VA and has over 2 years of experience in the finance industry.