With over 13 years of experience in wealth management and financial planning, I have a strategic focus in helping lawyers in or nearing retirement navigate their unique financial challenges and opportunities.
I have presented on behalf of the American Bar Association and serve as a monthly columnist for Above The Law and Attorney at Work, where I write on the financial challenges and opportunities facing legal professionals. My insights have also been featured in leading industry outlets including MarketWatch, Financial Planning, InvestmentNews, and ThinkAdvisor.
As a CERTIFIED FINANCIAL PLANNER® professional and member of both the National Association of Personal Financial Advisors (NAPFA) and the XY Planning Network, I maintain the highest standards of professional excellence and continuing education in the financial planning industry.
When I'm not helping clients gain clarity in their financial vision, I cherish time with my family – my wife Hannah and our two daughters, Elaina and Elsie. You might also find me attempting to improve my admittedly average golf game or enjoying time in the great outdoors during hunting season. These pursuits remind me that, like financial planning, the most rewarding achievements come through patience, persistence, and a clear strategy.
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Our financial planning and wealth management process is deeply rooted in two fundamentals - transparency and integrity. FLW is a fee-only firm, meaning that the only fees we earn are paid by our clients. We do not earn commissions on any investment products which we believe is integral in fulfilling our duty as a fiduciary advisor.
If you're seeking a professional to help you guess at the next hottest stock, or are looking for market timing strategies, we may not be the ideal match for you. Our investment philosophy emphasizes broad diversification and a disciplined process, recognizing investor behavior as the key driver of long-term performance.
Our journey and experience has led us to refine a process that we believe is most beneficial for small business owners and law firm owners. It optimizes for time freedom, stress reduction, and clarity over your finances. We perform our best work for those who see the value in delegating these important tasks to a trusted professional.
However, we welcome a conversation with anyone who aligns with our core values as a wealth management firm. If we believe our approach won't add value to your situation, we'll be upfront and ready to help you connect elsewhere.
If you want to chat about any of the above, feel free to e-mail me at david@firstlightwealth.com or schedule a call here.
Financial planning & investment management services for families & businesses
📍405 E Chocolate Ave, Suite 101 A, Hershey, PA 17033
Serving clients virtually nationwide
