David Hodge
CFA®, CFP®
Norris, Perne & French
Portfolio Manager
David Hodge
CFA®, CFP®
Norris, Perne & French
Portfolio Manager
I help my clients get the most out of their financial situation through a combination of investment advice and financial planning. You've worked hard and made sacrifices to achieve a strong financial position, and I believe that you deserve to have a financial advisor that works as hard as you do. Call me today! - David Hodge, CFA®, CFP®
Fee-Only financial planner located in Grand Rapids, MI, serving clients in West Michigan and across the country
David Hodge is a Grand Rapids, MI fee-only financial planner. Norris, Perne & French provides wealth planning and investment portfolio services to help indiviudals, families and institutions organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Hodge is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
David helps his clients get the most out of their financial situation through a combination of investment advice and planning. Each one of his clients works hard and makes sacrifices to achieve their strong financial position, and David believes that they deserve to have a financial advisor that works as hard as they do.
David Hodge joined NPF in 2018 after a 14-year career with a Grandville-based Registered Investment Advisory firm, where he served as a Partner and Portfolio Manager. He is a graduate of the University of Michigan. He holds both Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations.
David serves as immediate past President of the Kenowa Ambucs and board member of IKUS Life Enrichment Services. He has been involved with numerous local organizations over the past ten years.
David Hodge 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
To Grow and Preserve Your Wealth
We’ve been helping people achieve their financial goals for more than 80 years. Our clients are diverse—Baby Boomers and Millennials, Democrats and Republicans, CEOs and entrepreneurs, families and philanthropic organizations. But they all have at least one thing in common: they make thoughtful decisions about their investments and their choice of investment counsel.
Careful investors choose Norris, Perné & French because we’re different than other investment firms.
Our Promise to You
Our investment counsel will always be:
Clear.
We use straightforward, jargon-free language to simplify complex financial processes—and ensure that you understand exactly what is happening with your money.
Sound.
Our advice is grounded in an in-depth knowledge of your personal situation coupled with first-hand research of investment vehicles and the companies behind them.
Trusted.
We build trust by building personal relationships—as we have with generations of families that have relied on our counsel all the way back to 1933.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Next Generation Wealth & Inheritance
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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David Hodge 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 Hodge 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 Hodge is a CFA® charterholderA Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.
Contact David Hodge
Office Locations:
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40 Pearl Suite 300
Grand Rapids, MI 49503