David A. Emery, CFP^®

CDFA^®, MBA

Senior Financial Planner

Planning Capital Management

68 East Court Street
Doylestown, PA 18901

FINANCIAL ADVISOR'S WEBSITE

www.planningcapital.com

(215) 709-5100

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-only. Financial planning provided for a fixed fee, base on the complexity of your situation. Portfolio management offered as a percentage of your portfolio. The top rate is 1% dropping as the size of your portfolio grows.

Minimums

HOUSEHOLD INCOME MINIMUM

$200,000

Investable Asset Minimum

$1,000,000

General

David Emery is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Planning Capital Management in Doylestown, PA and the surrounding communities.

Financial Advisor Overview

If you're used to financial professionals who focus on portfolios and percentages, our approach will be a welcome surprise. Since 1981, Marshall's financial planning has been about helping you achieve your goals and live your dreams. It's an ongoing conversation. As your needs and concerns change and evolve, the direction of our planning alters accordingly.

Financial Advisor Experience

Dave's calm, methodical and logical approach to some of the most volatile issues in financial planning may have roots in his early education in Mechanical Engineering and his experiences as a sales engineer for the Torrington Company, part of Ingersoll-Rand.

Dave has developed multiple specialties. As a college planner, he helps families reduce the costs associated with educating their children. "It's usually the largest expense families face after buying a house," Dave notes. "Planning ahead can save families thousands of dollars off the cost of educating their children."

As a Certified Divorce Financial Analyst, Dave also helps clients who are in the midst of difficult family transitions to understand the equitable distribution of marital assets and the management of financial challenges that can result from divorce. "Knowing they have a financial professional at their side at every step gives my clients a great deal of peace,: he says.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CDFA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances