Horizons Wealth Management
Fee-Only Certified Financial Planner Serving Clients from Offices in Asheville, NC and Greenville, SC
David Hunter 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 and Investopedia, 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.
David Hunter is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
David Hunter is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
David Hunter is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact David Hunter
82 Patton Ave
Asheville, NC 28801
220 N. Main Street
Greenville, SC 29601