David DeWitt, CFP®
Podcaster 🎙️, financial planner💸, and ADHDer. 🦋
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DeWitt Capital Management
David DeWitt, CFP®
Wayne, PA
Podcaster 🎙️, financial planner💸, and ADHDer. 🦋
Areas of Focus
- Budgeting
- Family and Money
- Financial Life Planning
- Getting out of Debt
- Investing
- Money Psychology
- Prioritizing Money
About Me
Hi. I'm Dave DeWitt.I have dedicated my career to helping people with ADHD, whether diagnosed or not, organize and optimize their financial lives.
Money is hard for those of us with ADHD.
I know this from personal experience. Want to hear my story? Book a chat with me and let's talk!
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- Financial Planning Association
Primary Location
200 Eagle Rd, Wayne, PA 19087
Meeting Options
- Video Conference
- In-Person
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
The first meeting is my favorite meeting. We chat, I get to know you, you get to know me, and maybe we swap some stories. The goal will be to see if there's something I truly believe I can help you with and to make sure we like each other!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, CSRICWhat 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
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Newly Engaged / Newlywed
- Parents
- Single Women
- Women in Transition
- Women Professionals
- Women’s Finance
- Young Families
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