CFP®, CRPC®, EA
Bearing Point Wealth Partners
Fee Only Financial Planner Located in Hampton, NH and Serving Clients Nationwide
Certified Financial PlannerTM practitioner, 2007
IRS Enrolled Agent, 2002
Chartered Retirement Planning Counselor, 2003
David T. Mayes was born in 1967. He graduated from Centennial High School, Champaign, IL (1985). He has a Bachelor of Science degree in Economics from the University of Illinois (1989); a Master of Arts in Economics from the University of New Hampshire (1990); and later became a Ph. D. Candidate at The University of Tennessee, Knoxville (1995). David is a Certified Financial Planner Practitioner and an IRS Enrolled Agent.
David is a member of the National Association of Personal Financial Advisors (NAPFA).
David has a wide range of expertise on the economy, financial markets, taxation, insurance and other important financial planning areas. Over the course of his graduate studies, David acted as a research assistant on many projects in both economics and finance. After graduate school, David taught economics and finance courses to both graduate and undergraduate students at Kennesaw State University in Kennesaw, Georgia, (1998 – 1999) and served as a consultant to state and local governments and the private sector in Tennessee, assisting them in estimating the economic and financial affects of business location decisions (1995 – 1998).
David entered the financial services arena in 2003 as a sole practitioner providing fee-only financial planning and tax services. He later served as a financial consultant at Granite Bank in Keene, NH (2004) and Mascoma Savings Bank in Lebanon, NH (2007 – 2008) where he provided financial planning and investment advisory services to bank customers.
David joined Bearing Point Wealth Partners in September 2008.
David lives in Hampton Falls, NH with his wife and three daughters where he serves as a Trustee of the Trust Funds. In addition to his role as a town officer, David's community service activities include participation on the United Way of the Greater Seacoast Community Impact Council project where he was part of the Income and Housing Impact Council.
David Mayes 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
Employees of Bearing Point Wealth Partners come from various educational and experiential backgrounds. Besides providing our clients with a concierge level of service, we are also parents and grandparents, volunteers for non-profit entities, and actively involved citizens in our communities. We draw on these experiences to provide our clients a deeper understanding of financial matters at each stage of life and in each unique situation. In other words, we practice what we preach to our clients: True happiness comes from giving back more to society than we are receiving.
Our employees are held to these high standards of conduct:
- the Certified Financial Planner (CFP) Code of Ethics
- the CFP Practice Standards
- the CFP Rules of Conduct
- the National Association of Personal Financial Advisors Fiduciary Oath
We use state-of-the-art technology to support our clients’ needs and to communicate effectively and frequently with our clients.
Navigating a Clear Course
Our logo is a sextant, a device long-used by merchant mariners to navigate the seas. Establishing a fix using a sextant requires skill. The celestial bodies need to be clearly identified, a good horizon must be visible, and an accurate timepiece must be available. Using a sextant, the altitude of a star, a planet, the moon, or the sun is measured and the precise time is noted. Ideally, three altitude measurements of different celestial bodes are taken. The observations are then plotted to establish a fix. Knowing the ship’s accurate position, a course may be set for the destination.
The sextant symbolizes the long-term nature of our financial planning work. We need to get a fix on where you are today (your net worth statement), we learn about your goals (the destination) and we chart a course to get you there (a cash flow statement that includes income, savings and expense components). As the journey progresses, we help you with mid-course corrections to counter currents that take you off course.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
David Mayes 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 Mayes 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 Mayes is an Enrolled Agent with the IRS (Learn More)
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
David Mayes is a Chartered Retirement Planning Counselor℠ (Learn More)
The Chartered Retirement Planning Counselor℠ or CRPC® designation is the nation’s premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact David Mayes
380 Lafayette Road
Hampton, NH 03842