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Investment Advisory & Financial Planning
Dave Wilder CFP, CTFA, MST
Financial Management Group, Inc.
Dave Wilder is a CERTIFIED FINANCIALPLANNER™ and Certified Trust and Financial Advisor with twenty years of professional investment management and financial planning experience.
 
 
 
Contact Dave at:
Financial Management Group, Inc.
4665 Cornell Rd
Suite 160
Cincinnati, OH 45241
Phone: 513-984-6696
Fax: 513-984-9270

fmgonline.com
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Dave Wilder
Married
Child(ren): Yes
Resides: Mariemont
Experience: 24 years.
    Recent Articles From Dave:

Dave Wilder Top 50 Advisor Notice
Dave D. Wilder, Chief Investment Officer at Financial Management Group, Inc. (FMG) has been selected by Business Week magazine as one of the Top 50 Independent Financial Advisors in the United States.  - Read More

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Chief Investment Officer & Senior Advisor
 
Dave is Chief Investment Officer, serves as Senior Advisor for many client relationships and is a member of the Investment Policy Committee.  He is a CERTIFIED FINANCIALPLANNER™ and Certified Trust and Financial Advisor with twenty years of professional investment management and financial planning experience. He graduated from Villanova University with a Bachelor of Science, Accounting and a Master of Science, Taxation. His educational background also includes the College for Financial Planning and the Cannon Financial Institute.  He began his career with the Vanguard Group, a leading mutual fund company, where he was a Senior Investment Advisor and facilitated the creation of a new managed account service.  His professional memberships include the National Association of Personal Financial Advisors, the Financial Planning Association, the Cincinnati Estate Planning Council, the American Bankers Association, and the Paladin Registry.  He also serves on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired, a non-profit community service organization. Dave is recognized as a Honor Roll Advisor through Paladin Registry, a 2008 Reuters Top Advisor, and selected by Bloomberg Business Week magazine as one of the 2011 Top 50 Most Experienced Advisors in the United States
 
Financial Management Group, Inc.
 

The Financial Management Group, Inc. is an independent, Securities & Exchange Commission (SEC) Registered Investment Advisor. Since 1989, we have helped clients with their financial concerns, and provided solutions to reach their lifetime goals. Our approach combines comprehensive financial planning with investment advisory services in order to fulfill all your financial management needs. Our firm specializes in executive compensation planning and college planning for affluent families.  We help executives with stock options, restrictive stock, deferred compensation, and other forms of executive compensation.  Our college planning service is designed especially for affluent families that typically do not qualify for financial aid, and is unlike any other process utilized by financial professionals.  We use a comprehensive planning approach that combines little-known strategies to make college a more affordable financial experience.  Furthermore, we have ready access to a supplementary group of specialized professionals that include reputable and reliable accountants, attorneys, insurance brokers, realtors, and mortgage lenders. FMG is a member of the Better Business Bureau serving Greater Cincinnati.  Financial Management Group, Inc. suggested minimum account balance: $300,000.

Since the inception of FMG in 1989, we have made an unwaivering commitment to first understand the goals and concerns of each client. We then focus our energy and resources on addressing your particular financial management issues in the most beneficial and cost effective way possible, while delivering exceptional service. Our professionals are experienced in all areas of financial planning and investment management. We approach our client relationships on a comprehensive basis, in a consultative manner, without any intent to sell financial products.

 

Firm Beliefs and Values:

  • We put client's interests ahead of firm interests.
  • We adhere to the highest standards of truthfulness, integrity, and trustworthiness.
  • We emphasize spiritual and ethical values too often non-existent in the financial services community.
  • We maintain strict confidentiality about our client's information and circumstances.
  • We tell clients the truth even though it may adversely affect firm revenue or jeopardize continuance of a client relationship.
  • We provide only those services for which the firm is competent and that provide full value for the client.
  • We address client concerns and goals without judgment.
  • We respect the family institution, and everyone's individual right of human dignity and financial security.
  • We consider our business a vehicle to help others.

 

 
 
 
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