CFP®, ChFC®, CFA
Financial Architects, LLC
Fee-Only financial planner located in Woodstock, GA, serving clients locally and across the country
By working with a limited number of clients in a long-term personal relationship – understanding and clarifying your goals, creating a written financial plan, and managing your investment portfolio – we can properly assist you in building your financial future and reaching your goals.
David Hultstrom is co-founder and chief investment officer of Financial Architects.
He has earned a Master of Business Administration degree (MBA) and is a Certified Financial Planner® (CFP) and Chartered Financial Analyst® (CFA).
He has served as a local chapter board member of the Financial Planning Association and is also active in the Atlanta Society of Finance and Investment Professionals and the National Association of Personal Financial Advisors.
Mr. Hultstrom has also served as an arbitrator and expert witness in securities disputes and has taught numerous courses nationwide for CPAs, financial planners, investment managers, and other professionals and has taught in the Certified Financial Planner programs at several universities.
He has been published in Financial Planning and Investments & Wealth Monitor and is the author of a number of white papers on financial planning and wealth management topics. He also produces a monthly newsletter for his clients and others who are interested, and a quarterly e-mail publication for financial professionals with several thousand subscribers. He is the recipient of the 2015 HONORS Award for contributions to the financial planning industry from the Financial Planning Association of Georgia. In addition, he has been quoted in numerous newspapers and journals, including the Chicago Tribune, the Christian Science Monitor, the Economic Times, the Journal of Financial Planning, Newsweek, and the Wall Street Journal.
Mr. Hultstrom resides in Woodstock, Georgia with his wife, Dawn. Dawn is a kindergarten teacher, cross country coach, and avid marathon runner. Their daughter, Alexandra, is a student at Furman University.
David Hultstrom is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
What We Do
Fundamentally, we help you by:
- Managing your investments.
- Reviewing your taxes, retirement and estate plans, insurance coverage, etc.
- Working with your CPA, attorney, insurance agent, or other appropriate professionals to address any weaknesses uncovered in the review.
In our financial planning and wealth management we use a process similar to that of an architect. As Financial Architects, we:
1) Identify and clarify your goals.
2) Create a plan – a Financial Blueprint – for achieving those goals.
3) Monitor, update, and make changes to the original Financial Blueprint to remain in accordance with your goals.
Why We Are Better
You deserve objective, personalized, and exceptional financial advice. Thus we are:
Independent, fee-only advisors who do not sell products.
Small enough to ensure you receive personal attention and individually-tailored recommendations.
Recognized experts in financial planning and investment management.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
David Hultstrom is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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 Hultstrom 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.
David Hultstrom is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
David Hultstrom is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
David Hultstrom 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 Hultstrom
302 Creekstone Ridge
Woodstock, GA 30188