Featured in

Copyright ©2019 Wilson David Investment Advisors. All rights reserved. For informational purposes only. Past success does not indicate the likelihood of success in future performance.

  • YouTube
  • LinkedIn Social Icon
  • Twitter Social Icon
  • Amazon Social Icon
 

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.

 

OUR

SERVICES

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

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.

 

BECOME A

CLIENT

We're easy to get to know. Reach out via our contact form below or by email, phone call, or text. We'll be in touch right away to learn how we can best serve you.

 

GET IN

TOUCH

A Fiduciary

Since Day One

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