Hello!
I'm David Dedman, ChFC®, AWMA®
Welcome to the client portal, your personalized hub for financial clarity. Access your comprehensive financial plan, investments, and performance reports.
You'll also find quick links to contact me via phone, email, or Virtual Meeting ensuring you always have the support you need, right at your fingertips.
Contact me at (859) 279-1854
Client Service Calendar
We're not the kind of firm you meet with once per year, get an investment report from, and never hear from again. We deliver deep value in each area of financial planning with a iterative, never ending process for making sure nothing is falling through the cracks.
Annual Service Calendar
We've crafted an annual service calendar of financial planning topics to make sure we are reviewing each piece of your situation all year.