Savannah River Research Campus, 227 Gateway Drive, #159, Aiken, SC 29803
Phone: (803) 634-7109; email: kathy@wilsondavid.com
About Our Firm
Wilson David Investment Advisors is an independent, fee-only, state-registered investment advisory firm. We offer a suite of services including wealth management, financial planning, investment advice and several other specialized products geared toward financially empowering individuals and businesses seeking the personalized attention that comes with a firm that profoundly desires to help people reach their financial goals with as little worry as possible. You are an expert at what you do, and you make money doing it; we're experts at managing money. We can work together to help you keep and grow your hard-earned dollars.
Fields of Expertise:
Equities
Bonds
Mutual Funds
ETFs
Short sales
Certificates of Deposit
Banking Fees and Requirements
IRAs and 401Ks
Financial Plans (CERTIFIED FINANCIAL PLANNER™ )
What is an Investment Advisory Firm?
No matter how much money you earn, you try to save some of it for retirement, college expenses, weddings, emergencies, or just "for a rainy day." While you're waiting, wouldn't it be nice for your money to grow? Your worth won't increase at all if the money's under the mattress; putting it in the bank at a < 1% return doesn't help much either. Here at Wilson David Investment Advisors we can help you invest your money - whether you've got $500 or $5M - to make it work for you. As registered investment advisors, we help you figure out the best places to invest your money, give you advice about your finances, and act as your financial "North Star."