As a Certified Financial Planner® and partner with Allegheny Financial Group, I provide comprehensive financial planning and investment management to a terrific group of clients and have been doing so since 1992.
I am part of a practice in AFG that includes a team of sharp people (I’m even lucky enough to work side by side with one of our founding partners). We are a team that is consultative, objective and committed to excellence. Our approach begins with a commitment to building a long-term relationship; Includes an assessment of one’s current objectives, concerns and pertinent data; continues with the creation of a plan and impactful strategies, and continues through ongoing review.
What to Expect
Every month I will cover topics that are related to your life and money. In the interest of candor, we don’t do market speculation on this site. I am going to focus on what each of us can control in our lives, not the uncontrollable and unknown.
I serve people best when I apply clarity, context, and candor to their personal lives to help them prioritize and balance all they are trying to accomplish. I tell clients that if it has a $ related to it, they can ask me any question and I’ll provide a thoughtful answer.
- David Jeter, CFP®
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