David Wilder, CFP®, CTFA, MST

Cincinnati, Ohio, 45241
advisor

Member Since 2005

Founded in 1989, Financial Management Group is an independent, fee-only wealth management firm that provides lifelong comprehensive financial planning and investment management services to a select group of multi-generational families, professionals, business owners, and corporate executives located worldwide. We embrace the fiduciary standard, putting our clients’ interests first, and are passionate about helping our clients achieve their most valued lifetime goals and objectives and to realize financial peace of mind. We serve clients as an integrated group of professionals functioning among three specialized teams encompassing financial planning, investment management, and client services/operations.
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My Location

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 Background Information

  • Years of Financial Experience

    • 20

  • Education

    • Villanova (Accountancy)
    • Villanova (Master\'s in Taxation (MST))

  • Certifications and Designations

    • CFP®
    • CTFA
    • MST

  • Association Memberships

    • Financial Planning Association
    • National Association of Personal Financial Advisors
    • Cincinnati Estate Planning Council

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Fixed fee
    • Investment Services: Asset-based fee, Fixed fee

  • Primary Custodian(s)

    • Schwab

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report (Quarterly)
    • Custodial Report (Monthly)
    • Newsletter (Monthly)

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • CRD/IARD Number: 106068
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Financial Management Group, Inc.
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • All 50 States

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review, 1) College Planning For High Income Families 2) Executive Compensation Planning (Stock Options, Restricted Stock, Stock Appreciation Rights (SARS), and Non-Qualified Deferred Compensation Plans3) Planning for Owners of Successful Small Businesses

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, Portfolio Structuring is based on Nobel Prize Winning Modern Portfolio Approach to Investing

  • Investment Products

    • Mutual Funds, REITs
 
Contact David
 
Visit Website - http://www.fmgonline.com
Paladin Registry

Minimum Asset Requirement

  • $500,000

Types of Clients

  • Individuals & Families

Professional Services

  • Planning
  • Investment Advice
  • Insurance
  • Tax