Work directly with David
Serious financial and investment planning. A flat monthly fee.
Work directly with David Van Osdol, CFA, CFP, for integrated planning, investment analysis, and clear recommendations—while you keep control of your accounts.
✓CFA Charterholder✓CFP Practitioner✓20+ 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.
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.