What makes us different
Independent Financial Advisors
Working with a CFP® Professional
Working with a CFP® Professional
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.
Working with a CFP® Professional
Working with a CFP® Professional
Working with a CFP® Professional
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.