Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > North Carolina > Davidson > David W. Heiligenthaler, CFP®
Find the Certified Financial Planner™
Who's right for you.

David W. Heiligenthaler, CFP®

DHFS Wealth Management

711 Peninsula Dr
Davidson, NC 28036
Phone: (704) 895-8370
Fax: (704) 895-8377

Toll-free: (800) 579-2052

Print Profile

View Map

Get Directions

Save to Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.