David Eads
CFP®
Vital Investment Management
Financial Advisor | Wealth Manager | CEO
David Eads
CFP®
Vital Investment Management
Financial Advisor | Wealth Manager | CEO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Eads, CFP®
Fee-Only financial planner located in Loveland, CO, serving clients locally and across the country
David Eads is a Loveland, CO fee-only financial planner. Vital Investment Management provides comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Eads is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
David Eads possesses extensive experience in tactical investment strategies, comprehensive financial planning, and tailored retirement planning. Having many years in the investment industry, he is able to devise unique strategies to effectively manage his clients’ investments and personal finances.
Understanding every aspect of financial planning and investment management can be daunting. That’s where Dave comes in. His mission is to provide you with consultative guidance to meet your financial goals. Dave works very hard to create a mutually beneficial and cherished long-term relationship with his clients and their families. Since each client’s financial goals are unique, shouldn’t their solutions reflect that reality? Dave strives to serve clients during through meaningful conversations that will create relationships that last for generations. He is adept in providing strategic and tactical investment strategies, comprehensive financial planning, and tailored retirement planning.
Staying up to date with all the latest economic data and proprietary market data, Dave advises his clients in all facets of their financial plan. Dave is the Chairman of Vital Investment Management’s Investment Committee. Dave has strong and effective working relationships with other many professionals in the financial industry.
He offers comprehensive, unbiased, and customized solutions focused on assisting his clients in protecting and growing their wealth. It is the customized tactical approach in portfolio design and portfolio management that distinguishes him from his peers.
He has a vast, comprehensive knowledge of tactical investment strategies, financial planning, and an eye for uncommon or undervalued investment opportunities. Dave has created transparent financial planning and investment management packages and combined them with integrative implementation processes. For his clients, this translates to a higher level of service.
Outside of the office, Dave has diverse set of interests. These include teaching, geopolitics, World War 2 history, traveling with family and friends, waterfowling, fellowship, genealogy, entrepreneurship, and continually learning.
David Eads 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.
OUR GOALS ARE PERFECTLY ALIGNED WITH YOUR GOALS. WE ARE A FEE-ONLY FIDUCIARY FIRM – WE ALWAYS PUT OUR CLIENTS’ BEST INTERESTS FIRST.
Clients of Vital Investment Management come to us for personalized, tailored, and useful investment management and financial planning. Clients stay with us over the long-term because of the level of trust they’ve developed with their advisor.
Vital Investment Management strives to give their clients a unique wealth management experience by making investment decisions here in Northern Colorado and by getting to know our clients as if they were family.
The Firm isn’t in business to become the largest wealth management firm. We’re in business to give our clients peace-of-mind and the best service they’ll ever receive.
Vital Investment Management has over $100 million in assets under managment as of July 29, 2019.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
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
-
David Eads 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.
-
David Eads 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.
Contact David Eads
Office Locations:
-
4045 St Cloud Dr
Suite 220
Loveland, CO 80538
