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

Another update on the markets - DRW Financial

June 16, 2022

This post seeks to share some insight about the current state of the markets and economy, as well as some ideas on how to make the best of this moment. Volatility is here! As of this writing, on June 16, 2022, the S&P 500 is down about 24% from it's highest level, which was set on January 3 of this year.  The 10 year US treasury yield is around 3.31%, which is more than double the level is traded at the start of the year.In the simplest terms, these two points taken together mean that [...]

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Markets and perspective update from DRW Financial

May 19, 2022

Hi!  It's been a little under a month since my last post about the markets and my foreword looking perspectives, and I thought it was time for an update.On a personal note, I am in the recovery stages of my first COVID infection.  I successfully (luckily?) avoided the virus for 2+ years, didn't really suffer the vaccine hangovers that some did, etc, but apparently my number came up.  I think I will be ok.  We are currently waiting to see if I infected my family; it's been a c [...]

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Make the most of your relationship with DRW Financial

April 26, 2022

DRW Financial offers a full suite of financial planning and investment management services, and we want to make sure that our new and existing clients realize the full value of their engagement with us.This post is meant to provide an overview of the different types of service and work we do with clients, but is not exhaustive.  Particular client situations often lead to unique planning projects; these items apply to a broad set of circumstances: Flow charts, check lists, and decision tree [...]

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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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