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...
David Lohff (CRD# 5416790) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in La Plata, MD and has over 8 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.