David Patrick Dwyer

I'm David, a Certified Financial Planner at Legacy Financial Strategies. I work as a fiduciary, which means I don't sell products or earn commissions. I focus on comprehensive financial planning that actually improves your position, not mine.

Most clients come to me with gaps they don't see, especially around tax efficiency. I help you understand where you stand, how your investments grow and withdraw in the most tax-efficient way possible, and whether your plan will last as long as you do.

Ask me about financial planning, retirement strategies, tax efficiency, and the Launched program for employee financial education.