Integrated financial planning
Retirement, cash flow, taxes, insurance, estate considerations, and the choices connecting them.
What you get
Serious advice, connected across your financial life.
In-depth portfolio analysis
A clear view of your holdings, costs, risk, diversification, and practical ways to improve the portfolio.
Ongoing decision support
Direct access to David when markets or life create a decision that deserves careful thought.
David Van Osdol, CFA, CFP
Work directly with David.
David is a CFA charterholder and CFP practitioner with more than 20 years of financial-services experience. He founded Smarter Way Wealth to combine serious financial and investment planning with transparent, flat-fee pricing. David provides the analysis and recommendations; you remain in control of every decision.
CFA Charterholder · CFP Practitioner · 20+ years of experience ·Connecticut-registered RIA · CRD #342140
How it works
A clear recommendation. Your decision.
01
Start with your priorities
David begins with the questions, concerns, and decisions that matter most to you.
02
See the choices clearly
You receive analysis, a direct recommendation, and the tradeoffs behind it.
03
Stay in control
You decide what to do and when to do it, with practical help from David.