David L. Maurice
CFP®
WorthWhile Wealth Council
Vice President, CIO
David L. Maurice
CFP®
WorthWhile Wealth Council
Vice President, CIO
As a Fee-Only Certified Financial Planner™ professional, my focus is to offer unbiased financial advice to help you achieve your life goals. - David L. Maurice, CFP®
Fee-Only, Certified Financial Planner™ professional. Serving clients nationwide virtually from East to West and locally with offices in Johnson City, TN and Sedona, Arizona.
David Maurice is a Fee-Only Certified Financial Planner™ professional serving clients locally with offices in Johnson City, TN and Sedona, AZ, and virtually across the country. WorthWhile Wealth Council provides comprehensive financial planning, investment management, and generational wealth planning to help Millennials and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Maurice is never paid a commission of any kind, and has a legal obligation to provide trustworthy, unbiased financial advice.
David Maurice, Certified Financial Planner™ professional is a Founding Principal and Chief Investment Officer of WorthWhile Wealth Council. David leads the firm’s securities and market research, investment policy committee, professional training, and client education and review responsibilities.
David and Lois, his wife and partner, divide their time between East Tennessee and Sedona AZ where the firm has been attracting a budding clientele. He is the very proud “Poppa” of two wonderful grown children; his daughter, Sarah and her husband Michael live in Mt. Juliet, TN with their little boy, Waylon. David’s son, Kellen and his wife, Kenya live in Nashville, TN with their little boy, Grant.
Lois and David are charter members of the Kinder Institute of Life Planning. They’re both graduates of Comprehensive Training for Registered Life Planners ® (RLP®) and are authorized Presenters for the Kinder Institute of Life Planning Professional 5-Day Workshops.
Lois and David are also charter members of the Nazrudin Project, an influential, international think tank of leading financial planners advancing the principles of holistic financial planning, The Nazrudin Project initiated the influential movement toward Life Planning among financial planners, generating significant academic and best practices contributions to the knowledge base for CFP®’s worldwide. The movement has also attracted and contributed to the success and recognition of many leading figures in the profession. Holistic Financial Planning is now broadly accepted as integral to best practices for financial planners largely due to the participants and contributions of the Nazrudin Project.
David L. Maurice 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.
Serving clients from offices in East Tennessee and Northern Arizona and virtually across the country.
WorthWhile Wealth Council's (formerly CMW Wealth Advisors) investment management philosophy is based on two academic sources; Modern Portfolio Theory (MPT) and Behavioral Economics, for which five Nobel Laureates have been honored.
WorthWhile Wealth Council, is a Fee-Only Financial Planning firm led by two highly experienced Certified Financial Planner™ professionals committed to listening, collaborating and achieving mutually productive partnerships with our clients. Founders, Lois Carrier and David Maurice have served clients continuously together for more than 58 years combined experience.
Financial Planning is about so much more than just saving and investing your money. It’s about integrating all your financial decisions to clearly reflect what you care most about: your family, lifestyle, career and retirement aspirations and benevolent purposes. We call these your "worth living assets" and yours are at the center of what we do.
We are a boutique firm, serving each client in your unique circumstances with your own distinct values and deserving of our expert objective and personal attention. By first listening carefully and truly understanding your dreams, core values and complete financial situation, your financial planning and management strategies will be competently tailored and maintained to your distinct aims.
We believe a principal value in advisory services is to be truly known by your financial planner professional and this is the cornerstone of our client relationships. We will not sacrifice our culture of personal attention for rapid growth. We are committed to maintaining a compassionate, boutique environment for our clients and the team assembled to serve them.
This is why we do, what we do, the way we do it.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Planning and Income Distribution Management
- Tax Intelligent Investment Management
- Socially Responsible Investing
- College Education Planning
- Charitable and Generational Wealth Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Novice Investors
- Business Owners, Professionals and Executives
- Sudden Money Situations
Working Together
- In-Office Meetings
- Virtual Meetings
- Transparent and Clearly Defined Fees
- Complimentary Initial Consultation virtually or by Phone
Professional Designations & Affiliations
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David Maurice 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 Maurice 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 L. Maurice Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
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David Maurice is Quoted in US News and World Report: "Save 25 Percent of Your Income for Retirement"
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David Maurice is Quoted by AdvisorPerspectives: "Why Advisors Avoid Succession Planning"
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David L. Maurice is Quoted in ThinkAdvisor: "A Simple Solution: Let's Call an Advisor an Adviser"
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David Maurice is Featured on WealthManagement.com: "Advisors: Confidence in Gross Wavers, But PIMCO Will Recover"
Contact David L. Maurice
Office Locations:
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508 Princeton Rd
Suite 301
Johnson City, TN 37601 -
2030 W SR 89A
Suite B2-b
Sedona, AZ 86336
