Smarter Way Wealth
David Van Osdol

Work directly with David

Serious financial and investment planning. A flat monthly fee.

Work directly with David Van Osdol, CFA, CFP, for integrated planning, in-depth portfolio analysis, and clear recommendations—and you keep your accounts right where they are.

Become a clientQuestions?Schedule 15 minutes
CFA CharterholderCFP Practitioner20+ years of experience

What is Smarter Way Wealth?

A Registered Investment Advisor that offers an investment and financial planning relationship with an experienced, highly credentialed advisor — for just $100 a month.

Why?

Because not everyone needs to be paying massive, asset-based fees to get good advice.

Who?

David Van Osdol, CFA Charter Holder and CFP Professional with over 20 years’ experience. You will work directly with him.

Email Daviddavid@smarterwaywealth.com

How?

Yes

  • Technology to automate admin work
  • Published model portfolios from top firms
  • Virtual meetings

No

  • Layers of corporate overhead
  • Massive marketing budgets
  • A large real estate footprint

No need to move your accounts!

THIS MODEL IS NOT FOR EVERYONE.

Honest fit
comes first

We do not believe everyone needs an advisor—or that Smarter Way Wealth is the right advisor for everyone.

It may be a good fit if…

  • You value advice but don’t want to be constantly asked to “consolidate” or move your assets.
  • You want planning and investment guidance without a fee that automatically grows with your balance.
  • You appreciate seeing the assumptions, choices, and reasons behind a recommendation.
  • You are comfortable placing trades when given clear, specific instructions and support.
  • You have an advisor but want a second set of eyes on your portfolio or a second opinion.

It may not be the right fit if…

  • You already have an excellent advisor whose time and work justify the relationship.
  • You need someone else to make and execute every investment decision for you.
  • You are doing well on your own and do not need ongoing advice.

If we do not believe switching would help you, we will tell you.

Your next step

Start now or talk with David first.

Schedule a 15-minute video conference with David to see if Smarter Way Wealth is a good fit for you.

Become a clientQuestions?Schedule 15 minutes

Explore Smarter Way Wealth

Smarter Way Wealth, LLC is a registered investment adviser in the State of Connecticut (CRD #342140). Registration does not imply a certain level of skill or training.

Information provided is for educational purposes only and does not constitute investment advice, a solicitation, or a recommendation to buy or sell any security. Past performance is not indicative of future results. All investing involves risk, including possible loss of principal.

For questions or concerns, contact us at compliance@smarterwaywealth.com or (646) 418-2867.

Disclosures last updated 2026-04-28. © 2026 Smarter Way Wealth, LLC. All rights reserved.