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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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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, CFP® services, and other specialized products geared toward financially empowering individuals and businesses. We are tax specialists, preparing individual and business taxes and providing IRS tax resolution. 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.


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A Fiduciary
Since Day One

Savannah River Research Campus

Offices of Wilson David Investments Advisors

227 Gateway Drive, #159

Aiken, SC 29803

A veteran-owned, woman-owned business

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