David Wattenbarger, CFP®, CAP® DRW Financial

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About David Wattenbarger, CFP®, CAP®

I started DRW Financial as a fee-only financial advising and planning firm after working for twelve years “behind the scenes” in financial services, where I learned a great deal about how best to serve the needs of my clients.

I have found it valuable to continue learning, and earned my CFP® designation, as well as the Chartered Advisor in Philanthropy® designation, which aligns well with my desire to help clients align their financial lives with their own unique values.

My personal values revolve around carving out quality time with my family and making the work I do worthwhile and valuable to my clients.

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Recently Published

Overview: charitable giving and philanthropic planning

January 21, 2021

For those with both the means and the desire to support one or more charitable projects or organizations, there are several strategies available.  Choosing the right strategy or blend of strategies can help the donor optimize the impact of their gift for their particular situation.This post assumes that the donor has a charitable intent -- while there are some financial benefits to giving, the overall success of these strategies ultimately depend on a desire to support one or more charities [...]

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Charitable giving opportunity for 2020

November 24, 2020

One special provision in the CARES Act can help you and your favorite charity The last few years have featured many changes in tax laws, and it can be easy to feel overwhelmed or lost in those changes, but there is one new rule that can provide a pretty straightforward benefit for most tax payers AND one or more of the philanthropic causes they support.The short version, per a quote from the IRS wesbite: ...taxpayers who don't itemize deductions may take a charitable deduction of up to [...]

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May 2020 updates and insights

May 22, 2020

It has been a bit since I have collected together my thoughts and observations on the market, the economy, and implications for financial planning best practice.  Some of this post will get technical and long winded, so I will try to capture the headline level here at the top. Market volatility is [probably] not over As of this writing, the S&P is still about 14% below the market highs in mid February, and about 9% below the start of the year.  That reflects a remarkable "bounce [...]

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Ideal Clients

  • Charitable Giving
  • Gen X
  • Self-Employed Individuals
  • Women's Finance

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • AUM: 1.00%

 

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