David Dwyer
AAMS®, APMA®, CRPC®, CFP®
Legacy Financial Strategies
Principal/Financial Advisor
David Dwyer
AAMS®, APMA®, CRPC®, CFP®
Legacy Financial Strategies
Principal/Financial Advisor
I hope all financial advisors will someday adhere to a fiduciary standard and align their interests with those of their clients. Until then, visiting a fee-only advisor is the best way to be confident you’re working with a true fiduciary. - David Dwyer, AAMS®, APMA®, CRPC®, CFP®
Fee-only financial advisor located in Leawood, KS, serving the greater Kansas City area and clients across the country. We offer actionable advice that will ensure a lasting impact.
David Dwyer is a part of Legacy Financial Strategies' team of expert fee-only financial advisors in Leawood, KS, serving Kansas City and clients across the country. By engaging in meaningful discussions, we customize comprehensive financial plans, investment management, and employer solutions, such as retirement services. Our process begins by establishing an understanding of your unique financial needs, goals, risks, and obstacles. From there, our committed advisors are able to offer actionable advice that will ensure a lasting impact through diligent follow-ups and communication with each client.
Check out our new "FAQ in Under 2" Video Series for Concise Insight on Common Financial Questions
EXPERIENCE
David Dwyer has been working closely with clients, helping them organize their financial lives for over 18 years. He joined the Legacy team in 2017, bringing with him several hard-earned designations demonstrating his expertise in investments and retirement planning.
SPECIALTY
David acts as a guide for a wide variety of corporate executives, business owners, and families, but he specializes in workplace retirement plans and the unique financial needs of the LGBT+ community.
CREDENTIALS
- CERTIFIED FINANCIAL PLANNER™
- AAMS® (Accredited Asset Management Specialist)
- APMA® (Accredited Portfolio Management Advisor)
- CRPC® (Chartered Retirement Planning Counselor)
- Series 66 Securities License
- Bachelor’s degree from the University of Kansas
ADDITIONAL INFORMATION
When he’s away from the office, David can often be found volunteering for the ALS Association, golfing, and spending quality time with his wife and two children.
David Dwyer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor.
• We are fee-only financial advisors. You can rest assured knowing our recommendations are motivated exclusively by your success and not commissions.
• We authentically care and will take time to understand the whole of your financial circumstances, including your needs, goals, risks, and obstacles.
• We offer actionable advice to ensure a lasting impact. Whether you’re preparing your business for expansion, adapting after divorce, planning for retirement, or determining where to invest, we’ll help you do what’s needed now for a bright financial future then.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Executive Compensation Strategies
- Stock Options and Equity Compensation
- Workplace Financial Wellness
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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David Dwyer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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David Dwyer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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David Dwyer is an Accredited Asset Management SpecialistFinancial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
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David Dwyer is an Accredited Portfolio Management Advisor (APMA®)Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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David Dwyer is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
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David Dwyer is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact David Dwyer
Office Locations:
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11300 Tomahawk Creek Pkwy
Suite 190
Leawood, KS 66211
