Meet Your
Financial Planning Partner
An advisor who left the traditional firm model to build something better.
Why Pulse Wealth Does It Differently
Pulse Wealth is a fee-only fiduciary firm. We do not accept commissions or product compensation — ever. Our only revenue comes from the transparent annual fee you agree to.
But here’s what truly sets us apart: we use a flat-fee model instead of charging a percentage of your assets.
Why? Because you shouldn’t pay more simply because you have more. As your portfolio grows, most firms automatically earn more — even if the work doesn’t increase. That structure can create subtle incentives around decisions like holding cash, paying down debt, or taking distributions.
With a flat fee, those incentives disappear. Our compensation doesn’t change based on your account size or where your money is held. That means our advice is aligned with one thing only — what’s best for you.
Meet David Dedman, ChFC®, AWMA®
Describe your perfect day?
My perfect day involves 80 degree weather at a beach or on a cruise with my family - nothing to do and no electronics around with all-you-can-eat asian food and sushi.
What do you like most about your job?
I enjoy bringing clarity to people who are doing really well but still feel behind—helping them finally feel organized, confident, and in control of their financial life.
Surprise us, something we don't know about you?
I write in all capital letters, and was accepted into art school. I bleed blue for my Kentucky Wildcats.
How long have you been a financial planner?
34+ years
By The Numbers
91+
CLIENT HOUSEHOLDS
MedSales Pros across 12 states trust us with their financial future
$73M
ASSETS ADVISED ON
Assets we advise on using evidence-based strategies
12
STATES SERVED
Virtual planning makes geography irrelevant
100%
FIDUCIARY
Your interests come first, always, not just sometimes
Numbers as of April 2026
WHAT TO EXPECT
What Working With Us Looks Like
1. Free Financial Strategy
We'll ask about your goals, concerns, and current situation. We'll explain our approach and answer all your questions. No sales pitch—just an honest conversation about whether we're the right fit.
2. Comprehensive Analysis
We gather all your financial data and build a complete picture: assets, liabilities, income, expenses, taxes, insurance, estate planning. You'll see everything visualized clearly, often for the first time.
3. Your Plan
We present clear recommendations backed by research. Investment strategy, tax optimization, retirement projections, insurance needs—all explained in plain English. You'll understand not just what to do, but why.
4. Ongoing Partnership
Regular meetings (at least twice per year). Proactive adjustments as life changes. Unlimited email/phone access. Tax planning throughout the year. We're here for the long haul—for one transparent flat fee.