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DAVID BOOKER, CPWA®, CFP®, CRPC®


DAVID BOOKER, CPWA®, CFP®, CRPC®

My focus is comprehensive, fee-based financial planning.  As your financial advisor, I am held to the fiduciary standard; your wealth management and wealth transfer are forefront in our relationship.  I am a Raleigh native and have been serving clients since 2004. 


"I would like to make the shift from Financial Advisor to Thinking Partner"


More Than Money Management

You’ve worked hard to build your future, now it’s time to make it unbreakable. Whether you’re ready to retire or just getting started, selling a business, or experiencing a life-changing event, we’re here to help. We’ll work with you to determine, navigate, and achieve your greatest goals. By this point you may already be wondering what makes us qualified to manage your hard-earned assets, and we’re glad you asked. With a combined over 100 years of experience, we’re the team that actually practices what we preach. Each of us has turned our own assets into stories worth sharing. Now we want to help you tell yours.

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CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

We create financial strategies tailored to your goals.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
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Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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Questions?

Our Experienced Team Can Help!

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