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®

616-459-3421

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 comprehensive and objective financial planning to help clients 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

  • National Association of Personal Financial Advisors (NAPFA)
    David Hodge is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    David Hodge 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.

  • CFA - Chartered Financial Analyst
    David Hodge is a CFA® charterholder

    A 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

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:

  • 40 Pearl Suite 300
    Grand Rapids, MI 49503

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