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

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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Market commentary

April 26, 2022

The last few days, and in fact this whole year so far, has presented some volatility and periods of market decline that may come as a surprise to those who have gotten accustomed to prices only "going up".This post seeks to put the current market in a broader context and share some of my thinking about what may be ahead of us. This chart shows the last 5 years of market movement for the S&P 500, Dow Jones, and NASDAQ indexes.  The green vertical line shows the approximate worst [...]

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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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