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
THINK GLOBALLY & INVEST GLOBALLY
David Wealth Management LLC is an independent, fee only, Registered Investment Advisory firm based in Fairfax, VIrginia, which provides financial planning and investment advisory services throughout the greater Washington, DC area.
With significant wealth comes with significant complexity. For more than 30 years, Jim David, CPA, has been helping people make the most of their wealth through investment, financial, and tax advice, both as a Registered Investment Adviser and a Certified Public Accountant.
Unbiased investment advice stems from...
David Lohff (CRD# 5416790) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in La Plata, MD and has over 9 years of experience in the finance industry.
Roger Merrick (CRD# 1982223) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in La Plata, MD and has over 27 years of experience in the finance industry.