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DeWitt Capital Management David DeWitt, Wayne, Pennsylvania

Invest Smarter Podcast Host, and Financial Planner helping people retire smarter

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Setting Up Retirement Accounts
  • Taxes

About Me

Hi. I'm Dave DeWitt.

After graduating from Ursinus College with a B.A. in Business and Economics, I spent two years at SEI Investments Company as a fund accounting analyst, where I administered several mutual fund and exchange-traded funds.

At DeWitt, I am a passionate financial planner and investment analyst. I have a passion for helping clients build towards their financial future. I also help manage DeWitt's individual stock portfolio and enjoy researching and discovering unique investment stories.

I am a CFA level II candidate and currently pursuing my CFP designation.

Outside of work, I am an avid golfer and enjoy playing competitive soccer.

Affiliations

  • Financial Planning Association

Location

200 Eagle Rd, Wayne, PA 19087

Meeting Options

  • In-Person

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

The first step in our planning process is to take a deep dive into your current financial situation. This entails evaluating your savings, income, debts, and current living expenses, lifestyle, and more. We will have you securely upload various financial documents, and we will begin to construct a robust picture of where you currently stand. We will also explain our process, our services, how we are compensated, and any questions you may have.

Offers Investment Management

Yes

About our Firm

"The rules are changing; the old ways of investing may not be enough to help you get to and through retirement. That’s where we come in; our rules-based approach, backed by technology, helps you change the way you approach wealth building and retirement income” - Dave DeWitt SR. CFP, CSRIC

What separates DeWitt Capital Management from other investment advisors is our commitment and ability to adapt in order to best serve our clients. Founded in 1991 by David Treat DeWitt, DeWitt Capital’s mission was to find compelling local investment ideas for clients. Dave’s passion for researching and visiting local publicly traded companies led to years of success that continues to this day. In 2017, DeWitt Capital brought on new talent to develop a technology-driven investment framework. This expansion enables us to serve new and existing clients with all of their financial planning and investing needs, and help each and every one of our clients meet and exceed their financial and life goals and dreams.

Education

East Stroudsburg University of Pennsylvania; Ursinus College

Languages

  • English

Who We Serve

  • Baby Boomers
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Young Families