Welcome to Wilson David Investment Advisors

Welcome to Wilson David Investment Advisors. We are an independent, fee-only investment advisory firm. We also provide comprehensive financial planning. Investment advisors help clients invest their money in stocks, bonds, mutual funds, CDs, money market funds, and other asset classes; advise clients on general money matters; and identify and offer suggestions for minimizing financial risk. Clients need not be wealthy; Wilson David welcomes clients at all levels of net worth. In addition to investment guidance, we offer a suite of specialized products including financial planning, college financial planning, college loan debt consolidation, and more. These services are offered on a flat fee basis. Details are provided under the "What We Offer" tab of this website. Our financial planning services include a complete evaluation of your financial situation including cash flow management, tax and insurance evaluation, risk management, education planning, retirement planning, estate planning, and investments. Kathy, who is a CFP®, provides financial planning for a flat fee or on an hourly basis. Kathy is also an IRS Enrolled Agent who offers tax preparation and tax consulting services. We can help you with all you financial questions and concerns.

We invite you to learn more about our firm and our process as well as the services we provide. Get started today with a complimentary "Get Acquainted" call to find out more. We’ll talk about your financial concerns and goals and the solutions we provide. If there is a potential fit, we can set up a complimentary initial consultation meeting. We offer a variety of products that will help you and your family no matter where you are in your financial life.

Would you like to feel safer and more knowledgeable about financial matters? It can be overwhelming when you google "IRA" or "how to buy stocks" and get a bunch of unwanted sales stuff instead of pure info you can trust. I've put together this list of websites you can go to where the writers aren't trying to sell you anything. You can get some of your financial questions answered for free with no pressure.

To download our Free Guide

"List of Safe Financial Websites"

Free seminars on "Do-It-Yourself Financial Planning" are held at the Savannah River Research Campus at 227 Gateway Drive, just off Rt. 278/Williston Road (next to the county dump in New Ellenton). Do you have to hire a financial planner, or can you do it yourself? In many cases, you can create and follow a sound, workable financial plan for you and your family. Join Kathy Hauer, CFP®, EA, MBA for a class on DIY financial planning. For more information and dates/times, call or write Kathy at 803-634-7109 or kathy@wilsondavid.com. We look forward to seeing you.