David Wattenbarger, CFP®, CAP® DRW Financial
- Virtual, Chattanooga, TN 37421
- (423) 380-9203
- http://www.DRWFinancial.com
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.
Recently Published
Another update on the markets - DRW Financial
June 16, 2022This 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 [...]
Markets and perspective update from DRW Financial
May 19, 2022Hi! 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 [...]
Make the most of your relationship with DRW Financial
April 26, 2022DRW 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 [...]
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
