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The DeWitt Wealth Advisors mission has always revolved around how to best serve our clients. David and Ryan focus on working closely with clients throughout the entire financial planning process making sure to add every detail to their clients goals and plans. Through LPL Financial, the largest independent broker/dealer*, David and Ryan possess the flexibility to custom tailor financial plans and investment opportunities to their clients unique needs and goals.
*As reported by Financial Planning magazine, 1996-2022, based on total revenue.
DeWitt Wealth Advisors believes that clients are best served by independent advisors who have the ability to custom tailor financial plans and investment opportunities to their clients unique needs and goals. LPL Financial allows David and Ryan to offer this without being tied to a single insurance company or bank. This creates limitless
DeWitt Wealth Advisors believes that clients are best served by independent advisors who have the ability to custom tailor financial plans and investment opportunities to their clients unique needs and goals. LPL Financial allows David and Ryan to offer this without being tied to a single insurance company or bank. This creates limitless financial opportunities from a variety of different organizations, rather than restricted products within financial corporations.
Certified Financial Planner (CFP®) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. The CFP® is among the most esteemed and rigorous of certifications earned by financial advisors. It requires years of experience, successful completion of standardized exams, and
Certified Financial Planner (CFP®) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. The CFP® is among the most esteemed and rigorous of certifications earned by financial advisors. It requires years of experience, successful completion of standardized exams, and a demonstration of ethics. Importantly, CFP®s have a fiduciary duty and must make decisions that have their client's best interest in mind.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan which seeks to achieve those.
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Investment advice is offered through IHT Wealth Management, a registered investment advisor. LPL Financial and IHT Wealth Management are separate entities.
The LPL Financial and IHT Wealth Management registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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