OUR

SERVICES

WEALTH 
MANAGEMENT
FINANCIAL PLANNING - CFP®
TAX PREPARATION 
WEALTH 
MANAGEMENT
TAX
PREPARATION 
 

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WHO

WE ARE

Wilson David Investment Advisors - your financial North Star - is an independent, fee-only, state-registered investment advisory firm. We offer a suite of services including wealth management, financial planning by Kathy Hauer, CFP®, and several other specialized products geared toward financially empowering individuals and businesses. Kathy is also a tax specialist, preparing individual and business taxes. We deliver the personalized attention that comes with a firm that profoundly desires to help people reach their financial goals with as little worry as possible.  You are an expert at what you do, and you make money doing it; we're experts at managing money.  We can work together to help you keep and grow your hard-earned dollars.

 

Are teachers born or made? Kathy would argue they're born, and she's been teaching since she could talk. When you understand the why, you reduce the worry. Let us teach you how to manage your money and plan your financial life.

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Listen to Kathy on Public Radio

A Fiduciary

Since Day One

GET IN

TOUCH

We can't wait to hear from you!

227 Gateway Drive, Suite 159

Aiken, SC 29803

hauer.kathy@gmail.com

Hours by appointment.

www.wilsondavid.com

803-507-2613 (Martin)

Offices of Wilson David Investments Advisors

227 Gateway Drive, #159

Aiken, SC 29803

 
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Listen to Kathy on Public Radio

Copyright ©2020 Wilson David Investment Advisors. All rights reserved. For informational purposes only. Past success does not indicate the likelihood of success in future performance.