David T. DeWitt, CFP®, CSRIC
Financial Planning for the Next Generation
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Financial Planning for the Next Generation
Areas of Focus
- Family and Money
- Financial Life Planning
- Investment Management
- Retirement Planning
About David T. DeWitt, CFP®, CSRIC
Hi. I'm David T. DeWitt, President & CEO of DeWitt Capital Management. You can call me Dave.I began my investing career in 1983 with E.F. Hutton where I was the first to earn the Financial Management Advisor (FMA) which was reserved for those who completed the financial planning course. I continued on to earn my Certified Financial Planner (CFP) designation from The College for Financial Planning in 1987.
I later joined the Market Technicians Association and passed two of the three courses necessary to earn the Chartered Market Technician (CMT). Most recently, I earned the Chartered SRI Counselor (CSRIC) designation in 2019 from The College for Financial Planning. I participated in the first class created by the College and was among the first group to earn the CSRIC designation, the only one like it in the investment industry.
In addition to financial planning, I actively invest in individual companies, ETFs, and funds, never losing my appetite for researching the companies and funds to meet the needs of our clients.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered SRI Counselor (CSRIC)
Affiliations
- Financial Planning Association
Primary 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 DeWitt Capital Management
"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
Union College, Ursinus College, Drexel University
Languages
- English
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Living in Retirement
- Young Families
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