- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
Midlothian, VA 23113
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
In 2016, Dave co-founded Evolution Advisers – a continuation of O’Brien Financial Planning, a Fee-Only Registered Investment Advisory and Financial Planning firm he started in 2006 after 18 successful years at General Electric. While at GE, Dave developed expertise in business and financial management, and was called on to provide business leadership and consulting on a global basis. This experience at one of the world’s best run businesses provided him with a depth of understanding how to deliver successful results. His focus is to bring that experience to bear in helping people succeed in meeting their own financial goals.
Dave is a CERTIFIED FINANCIAL PLANNER TM practitioner (CFP®) and received a BA and MBA from the University of Richmond, a Certificate in Financial Planning from Virginia Commonwealth University, and the ACCREDITED INVESTMENT FIDUCIARY™ (AIF®) designation
Dave is a member of the NAPFA National Board, chairs the NAPFA Public Policy committee and a member of the Financial Planning Coalition. He has served on the NAPFA Compensation committee and the NAPFA South Region Board. He recently served on the CFP Board compensation task force and CFP Board professional standards task force and is a former president and chairman of the Central Virginia chapter of the Financial Planning Association.