Who are we?

What are your financial goals? How do you plan to reach them?



W. David Coffman, CPA, CFP™ is a financial services firm committed to helping individuals and families accumulate and preserve assets.



As a financial services firm, we



1. seek to build a long-term, mutually beneficial relationship with each of our clients,



2. believe that a clear understanding of our client must precede any financial recommendation we make,



3. believe in meeting regularly with each client to review their goals and financial situation,



4. measure each client's success, not by annual returns, but by progress toward their goals,



5. take a long-term approach to designing and implementing investment strategies,



6. believe in the use of well diversified investment portfolios,



7. believe in the efficiency of financial markets over the long-term,



8. believe that inflation is a reality of life and must be addressed in any long-term planning,



9. believe we work best with clients who are conservative investors, have investable assets in excess of $400,000, and appreciate the value of a professional relationship with a financial advisor,



and, most importantly,



10. believe that our success depends absolutely on the success of our clients.



If we sound like the professional advisors for whom you have been looking, we invite you to contact us at 512.258.0609 or through this website to arrange for a free, no obligation consultation. This will be a great opportunity for us to get together in a confidential setting to discuss your needs and see whether our services can help you get where you are trying to go.



 

Securities and advisory services offered through Geneos Wealth Management, Inc., Member FINRA/SIPC.