David Edmisten

CFP®

Next Phase Financial Planning

Founder and Lead Advisor

David Edmisten

CFP®

Next Phase Financial Planning

Founder and Lead Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Edmisten, CFP®

928-237-4450

Fee-Only financial planner located in Prescott, AZ, serving clients locally and across the country

Meet David Edmisten

If you are a corporate employee in your 50's or early 60's, and are retiring early or recently retired, visit www.nextphasefp.com to learn more and schedule an introductory call with us!

Our No Pressure Process will help you answer these critical questions:

  • Have I saved enough to retire early and not run out of money?
  • Am I paying too much in taxes?
  • Are my investments set up correctly for retirement?
  • ​​Have I made the correct plans for Social Security, my employer benefits and healthcare?

We provide financial planning and investment management to help our clients enjoy retirement confidently.

We are located in Prescott, AZ and meet with our clients across the nation virtually. 

I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently.

 

 

 

 

David Edmisten 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact David Edmisten

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Clear Form
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Message Sent! Your message info will be displayed in other advisor contact forms to make it easy to send to multiple advisors. We do not share your message content beyond the advisors you choose.

Office Locations:

  • 3623 Crossings Drive
    Suite 232
    Prescott, AZ 86305

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser