David Wealth Management, LLC

Specialties

At David Wealth Management, you’ll benefit from our methodical approach, where every service is integrated, every decision is informed and, most of all, every move is made in your best interest. From advice, to implementation to ongoing oversight, we’ll act as your lead advisor, managing your money and helping you stay on course towards your goals.

History

Established in 2012.

Founded by Jim and Maria Coakley David, David Wealth Management, LLC is an independent financial planning and investment advisory firm serving individuals, families and businesses in the Washington, D.C. area. Because we are not affiliated with any bank, brokerage firm or insurance company, we have the ability to offer completely objective advice.

Meet the Business Owner

Jim D.

Business Owner

Jim has been a trusted adviser for nearly 30 years, providing investment, financial and tax advice both as an investment adviser and a Certified Public Accountant (CPA).

Prior to co-​founding David Wealth Management, Jim was an investment adviser and a member of the Strategic Advisory Group with Brown Advisory in Chevy Chase, Maryland. He was also an investment adviser at FBR Capital Markets Corporation and its predecessor companies FBR Investment Management, Inc. and Friedman, Billings, Ramsey & Co., Inc. in Arlington, Virginia for 10 years. Previously Jim was a practicing CPA for 15 years. He specialized in tax planning for local and national accounting firms in Virginia, Maryland and Washington, D.C.

Jim holds a Bachelor of Science from Cornell University, a Masters in Business Administration from the College of William & Mary, and a Masters of Science in Taxation from Georgetown University. He has been a CPA for more than 25 years.