About Me

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.

David Jeter's Allegheny Financial Group Bio

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.

Enjoy!

- David Jeter, CFP®