David Hunter| CFP®
Horizons Wealth Management
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Greenville, SC 29601
Asheville, NC 28801
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
David Hunter is a Fee-Only Financial Planner with offices in Asheville, NC and Greenville, SC. Horizons Wealth Management specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. David Hunter has been rated by the Paladin Registry as a 5-Star Advisor. He is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER® Professional.
David Hunter has been rated by The Paladin Registry as a 5-Star Advisor, and is a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA), the nation’s premier organization of comprehensive Fee-Only advisors. He has been recognized as a CERTIFIED FINANCIAL PLANNER®, since 2004 and has been working as a financial planner since 2002. He holds a Bachelor of Science degree in Business Administration with a focus in Financial Planning from Western Carolina University, where he serves on the Finance Advisory Board.
David attended Western Carolina on a full athletic scholarship where he played quarterback for the Catamounts. During his college career he excelled both on and off the field, and he contributes much of his success as a financial planner to the discipline and perseverance he learned as a student athlete.
David was married in 2002 to Misty, who is an educator employed with Buncombe County Schools. They had their first child, Sadie, in September of 2008. David was raised in the small mountain town of Brevard, NC, located in Transylvania County. He is an outgoing individual who loves working with people. What he enjoys most about Horizons Wealth Management is the true “team” atmosphere, as well as building lasting partnerships with clients.
In his free time, he enjoys reading mystery novels, strength training, coaching his daughter in little league, playing golf and basketball, and relaxing by the lake. He is also a devoted football fan and enjoys tailgating and watching games with friends and family.
David was quoted in The Wall Street Journal’s MarketWatch article entitled Should Millennials Plan Retirement the Way Boomers Did?
He was also quoted in a USA Today article entitled “The Five Fears You Shouldn’t Have About Retirement.”
David frequently writes and blogs about personal finance and investing for NerdWallet, a personal finance website which is branded as helping and empowering consumers make wise money decisions. View Nerd Wallet Profile.
He has also written articles for The Paladin Registry, which is an independent research firm that provides free research and registry services to investors. Paladin finds the best financial advisors in your area using a formula to screen, rate, vet, and document the quality of their credentials, ethics, education, business practices, and services. Paladin rates Horizons Wealth Management as a 5-Star financial advisory firm.
Are you ready to simplify your financial life with a straight forward plan? Are you not sure how or if your investments are working together? Are you preparing for your retirement? If so, you are in the right place! We would love to show you how we assist our clients with these very same issues…
As an independent fee-only firm , we can provide completely objective advice and services to our clients. We have no financial incentive to recommend one investment over another. Instead, we strive to recommend the best investment for your situation.
There aren’t too many firms you can retain that allow you to work hand-in-hand with more than one advisor. At HWM, we take a true team approach to working with our clients. We believe in the adage that “two heads are better than one.” Glen and David work together to develop financial plans and manage investments. Most of the time, both Certified Financial Planners are available to address your financial planning and investment needs.
We have time and resources to individualize/customize each client’s financial plan and investments. Our lower advisor to client ratio will ensure that your needs are met in a prompt manner. For example, some advisors serve thousands of clients, limiting strategic investment research, innovative planning, efficiency, and personal relationships.
Many other potential advisors will retire before you expire. Think of a relationship with HWM as a long-lasting solution. We feel that our age ranges provide you the perfect balance of experience and longevity. Our careers should be going strong to see you through retirement and possibly transition to working with your family’s next generation. This can be a powerful asset preventing you, your spouse, and your family from needing to start over building a new advisor relationship later in life.
We strive to treat every individual with respect, fairness, and integrity. Because of our high standards, we are confident our knowledge, skills, and superior quality services will become evident over time.
Our services range from one-time consultations to review a client’s financial situation to detailed financial planning, investment management and 401k services. Whatever the scope of the relationship, we seek to provide trustworthy, professional counsel tailored to fit each individual’s unique circumstances.