David Shotwell

CFP®

Shotwell Rutter Baer

President

David Shotwell

CFP®

Shotwell Rutter Baer

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - David Shotwell, CFP®

(517) 321-4832

Fee-Only financial planner located in Lansing and Ann Arbor, MI, serving clients locally and across the country

David Shotwell is a Ann Arbor, MI fee-only financial planner. Shotwell Rutter Baer provides financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, David Shotwell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

David Shotwell is a fee-only financial advisor at Shotwell Rutter Baer, with offices in Lansing and Ann Arbor Michigan, and serving clients across the country. The firm specializes in financial planning and investment management for  young professionals, with an emphasis on financial planning for college bound families.

David joined the firm early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, David has worked in the financial services industry since March, 2000. He is a member of the National Association of Personal Financial Advisors (NAPFA), and a director of the Michigan Financial Planning Association.

David Shotwell 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.

Independent & Fee-Only Advisors 100% Dedicated to Serving our Clients

Shotwell Rutter Baer is proud to be an independent, fee-only registered investment advisory firm. Because we do not make commissions by selling financial products and are compensated only by our clients, we believe that many of the conflicts of interest that plague the financial services industry are eliminated. We work for our clients, period.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

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 Shotwell 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 Shotwell 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.

  • XY Planning Network
    David Shotwell is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Financial Planning Association
    David Shotwell 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 Shotwell

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Office Locations:

  • 116 East Washington
    Suite 200
    Ann Arbor, MI 48104
  • 6350 West Michigan Avenue
    Suite 200
    Lansing, MI 48917

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